Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.32M | Sell |
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|
2024
Q1 | $8.93M | Buy |
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|
2023
Q4 | $8.88M | Sell |
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|
2023
Q3 | $8.69M | Sell |
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|
2023
Q2 | $9.46M | Buy |
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|
2023
Q1 | $7.78M | Hold |
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|
2022
Q4 | $7.78M | Buy |
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|
2022
Q3 | $6.61M | Buy |
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|
2022
Q2 | $5.67M | Buy |
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|
2022
Q1 | $4.65M | Buy |
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|
2021
Q4 | $4.14M | Buy |
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|
2021
Q3 | $3.95M | Buy |
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|
2021
Q2 | $3.38M | Buy |
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|
2021
Q1 | $2.33M | Sell |
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|
2020
Q4 | $2.49M | Sell |
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|
2020
Q3 | $2.09M | Sell |
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|
2020
Q2 | $3.49M | Buy |
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|
2020
Q1 | $2.13M | Sell |
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|
2019
Q4 | $4.52M | Buy |
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|
2019
Q3 | $3.19M | Sell |
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|
2019
Q2 | $4.75M | Sell |
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|
2019
Q1 | $5.73M | Sell |
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|
2018
Q4 | $13.2M | Buy |
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|
2018
Q3 | $2.22M | Buy |
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|
2018
Q2 | $1.3M | Sell |
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|
2018
Q1 | $1.22M | Buy |
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|
2017
Q4 | $512K | Buy |
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|
2017
Q3 | $352K | Sell |
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|
2017
Q2 | $404K | Sell |
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|
2017
Q1 | $1.68M | Buy |
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|
2016
Q4 | $223K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $203K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $369K | Buy |
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