Concord Wealth Partners’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 | $66.8K | Buy |
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|
2025
Q1 | $64.7K | Buy |
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|
2024
Q4 | $71.8K | Sell |
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|
2024
Q3 | $71.5K | Buy |
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|
2024
Q2 | $55.7K | Sell |
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|
2024
Q1 | $81.2K | Buy |
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|
2023
Q4 | $58.6K | Sell |
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|
2023
Q3 | $67.6K | Buy |
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|
2023
Q2 | $71.5K | Sell |
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|
2023
Q1 | $86.3K | Buy |
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|
2022
Q4 | $81.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $75K | Buy |
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|
2022
Q1 | $83K | Sell |
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|
2021
Q4 | $138K | Buy |
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|
2021
Q3 | $29K | Sell |
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|
2021
Q2 | $34K | Buy |
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|
2021
Q1 | $14K | Sell |
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|
2020
Q4 | $27K | Buy |
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