BSWA
Bromfield Sneider Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $233K | Hold |
2,271
| – | – | 0.14% | 46 |
|
|
2023
Q4 | $234K | Hold |
2,271
| – | – | 0.16% | 42 |
|
|
2023
Q3 | $203K | Hold |
2,271
| – | – | 0.15% | 41 |
|
|
2023
Q2 | $216K | Hold |
2,271
| – | – | 0.17% | 38 |
|
|
2023
Q1 | $213K | Hold |
2,271
| – | – | 0.18% | 38 |
|
|
2022
Q4 | $207K | Hold |
2,271
| – | – | 0.19% | 33 |
|
|
2022
Q3 | $187K | Hold |
2,271
| – | – | 0.22% | 34 |
|
|
2022
Q2 | $202K | Hold |
2,271
| – | – | 0.25% | 30 |
|
|
2022
Q1 | $233K | Hold |
2,271
| – | – | 0.24% | 25 |
|
|
2021
Q4 | $237K | Buy |
+2,271
| New | +$237K | 0.24% | 27 |
|