Concord Wealth Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.8K | Buy |
672
+8
| +1% | +$796 | 0.01% | 304 |
|
|
2025
Q1 | $64.7K | Buy |
664
+3
| +0.5% | +$292 | 0.01% | 287 |
|
|
2024
Q4 | $71.8K | Sell |
661
-3
| -0.5% | -$326 | 0.01% | 286 |
|
|
2024
Q3 | $71.5K | Buy |
664
+91
| +16% | +$9.79K | 0.01% | 293 |
|
|
2024
Q2 | $55.7K | Sell |
573
-218
| -28% | -$21.2K | 0.01% | 298 |
|
|
2024
Q1 | $81.2K | Buy |
791
+223
| +39% | +$22.9K | 0.01% | 290 |
|
|
2023
Q4 | $58.6K | Sell |
568
-190
| -25% | -$19.6K | 0.01% | 338 |
|
|
2023
Q3 | $67.6K | Buy |
758
+6
| +0.8% | +$535 | 0.01% | 333 |
|
|
2023
Q2 | $71.5K | Sell |
752
-170
| -18% | -$16.2K | 0.02% | 311 |
|
|
2023
Q1 | $86.3K | Buy |
922
+33
| +4% | +$3.09K | 0.02% | 270 |
|
|
2022
Q4 | $81.2K | Buy |
+889
| New | +$81.2K | 0.02% | 284 |
|
|
2022
Q3 | – | Sell |
-847
| Closed | -$75K | – | 614 |
|
|
2022
Q2 | $75K | Buy |
847
+32
| +4% | +$2.83K | 0.02% | 305 |
|
|
2022
Q1 | $83K | Sell |
815
-504
| -38% | -$51.3K | 0.02% | 329 |
|
|
2021
Q4 | $138K | Buy |
1,319
+1,032
| +360% | +$108K | 0.03% | 253 |
|
|
2021
Q3 | $29K | Sell |
287
-38
| -12% | -$3.84K | 0.01% | 310 |
|
|
2021
Q2 | $34K | Buy |
325
+190
| +141% | +$19.9K | 0.01% | 407 |
|
|
2021
Q1 | $14K | Sell |
135
-199
| -60% | -$20.6K | ﹤0.01% | 528 |
|
|
2020
Q4 | $27K | Buy |
+334
| New | +$27K | 0.02% | 275 |
|