Center for Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Hold |
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|
2025
Q1 | $608K | Hold |
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|
2024
Q4 | $678K | Sell |
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|
2024
Q3 | $708K | Hold |
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|
2024
Q2 | $639K | Hold |
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|
2024
Q1 | $675K | Hold |
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|
2023
Q4 | $677K | Buy |
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|
2023
Q3 | $514K | Hold |
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|
2023
Q2 | $547K | Hold |
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|
2023
Q1 | $539K | Hold |
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|
2022
Q4 | $526K | Sell |
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|
2022
Q3 | $529K | Buy |
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|
2022
Q2 | $532K | Hold |
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|
2022
Q1 | $612K | Hold |
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|
2021
Q4 | $625K | Sell |
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|
2021
Q3 | $607K | Hold |
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|
2021
Q2 | $636K | Sell |
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|
2021
Q1 | $635K | Hold |
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|
2020
Q4 | $513K | Hold |
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|
2020
Q3 | $386K | Hold |
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|
2020
Q2 | $380K | Sell |
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|
2020
Q1 | $823K | Buy |
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