Caldwell Trust’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3K | Hold |
305
|
|
||||
|
2025
Q1 | $29.7K | Hold |
305
|
|
||||
|
2024
Q4 | $33.1K | Hold |
305
|
|
||||
|
2024
Q3 | $32.8K | Hold |
305
|
|
||||
|
2024
Q2 | $29.7K | Sell |
305
-100
|
|
||||
|
2024
Q1 | $41.6K | Hold |
405
|
|
||||
|
2023
Q4 | $41.7K | Buy |
405
+100
|
|
||||
|
2023
Q3 | $27.2K | Hold |
305
|
|
||||
|
2023
Q2 | $29K | Hold |
305
|
|
||||
|
2023
Q1 | $28.5K | Hold |
305
|
|
||||
|
2022
Q4 | $27.9K | Buy |
+305
|
|
||||
|
2020
Q1 | – | Sell |
-280
|
|
||||
|
2019
Q4 | $22.5K | Buy |
+280
|
|