CHJWM
Carlton Hofferkamp & Jenks Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
11,349
+1,287
| +13% | +$131K | 0.42% | 53 |
|
|
2025
Q1 | $875K | Buy |
10,062
+1,736
| +21% | +$151K | 0.36% | 62 |
|
|
2024
Q4 | $921K | Buy |
8,326
+879
| +12% | +$97.2K | 0.34% | 67 |
|
|
2024
Q3 | $795K | Buy |
7,447
+450
| +6% | +$48K | 0.3% | 73 |
|
|
2024
Q2 | $758K | Buy |
6,997
+1,397
| +25% | +$151K | 0.3% | 75 |
|
|
2024
Q1 | $541K | Buy |
5,600
+1,549
| +38% | +$150K | 0.23% | 84 |
|
|
2023
Q4 | $401K | Buy |
+4,051
| New | +$401K | 0.17% | 97 |
|