Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $120K | Hold |
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|
2021
Q3 | $115K | Hold |
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|
2021
Q2 | $121K | Buy |
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|
2021
Q1 | $95K | Hold |
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|
2020
Q4 | $77K | Hold |
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|
2020
Q3 | $58K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $47K | Buy |
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|
2019
Q4 | $44K | Hold |
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|
2019
Q3 | $41K | Hold |
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|
2019
Q2 | $41K | Sell |
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|
2019
Q1 | $92K | Hold |
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|
2018
Q4 | $86K | Hold |
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|
2018
Q3 | $104K | Hold |
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|
2018
Q2 | $102K | Buy |
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|
2018
Q1 | $42K | Hold |
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|
2017
Q4 | $42K | Buy |
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