CM Wealth 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
Q2 | $1.47M | Sell |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.69M | Hold |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $245K | Sell |
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $259K | Hold |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $221M | Hold |
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|
2022
Q2 | $238K | Buy |
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