Cassady Schiller Wealth Management’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
Q4 | $1.6M | Sell |
|
|||||
|
2024
Q3 | $1.62M | Sell |
|
|||||
|
2024
Q2 | $1.51M | Sell |
|
|||||
|
2024
Q1 | $1.61M | Sell |
|
|||||
|
2023
Q4 | $1.67M | Sell |
|
|||||
|
2023
Q3 | $2M | Sell |
|
|||||
|
2023
Q2 | $2.2M | Hold |
|
|||||
|
2023
Q1 | $2.17M | Hold |
|
|||||
|
2022
Q4 | $2.11M | Buy |
|
|||||
|
2022
Q3 | $1.65M | Sell |
|
|||||
|
2022
Q2 | $1.85M | Sell |
|
|||||
|
2022
Q1 | $2.34M | Buy |
|
|||||
|
2021
Q4 | $2.21M | Buy |
|