Brandywine Oak Private Wealth’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $202K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $218K | Buy |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $203K | Buy |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $424K | Buy |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $271K | Sell |
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|
2022
Q1 | $491K | Buy |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $443K | Buy |
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|
2021
Q2 | $400K | Buy |
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|
2021
Q1 | $352K | Buy |
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|
2020
Q4 | $243K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $23K | Buy |
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