Clearstead Advisors’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
Q3 | $654K | Buy |
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|
2025
Q2 | $579K | Hold |
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|
2025
Q1 | $567K | Sell |
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|
2024
Q4 | $724K | Buy |
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|
2024
Q3 | $665K | Hold |
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|
2024
Q2 | $600K | Buy |
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|
2024
Q1 | $196K | Buy |
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|
2023
Q4 | $197K | Sell |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $182K | Hold |
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|
2023
Q1 | $179K | Hold |
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|
2022
Q4 | $175K | Sell |
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|
2022
Q3 | $176K | Buy |
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|
2022
Q2 | $171K | Hold |
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|
2022
Q1 | $196K | Hold |
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|
2021
Q4 | $200K | Hold |
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|
2021
Q3 | $193K | Hold |
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|
2021
Q2 | $202K | Hold |
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|
2021
Q1 | $193K | Hold |
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|
2020
Q4 | $156K | Sell |
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|
2020
Q3 | $130K | Hold |
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|
2020
Q2 | $127K | Sell |
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|
2020
Q1 | $107K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $203K | Buy |
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