Confluence Wealth Services’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 | $280K | Buy |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $303K | Buy |
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|
2024
Q2 | $273K | Buy |
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|
2024
Q1 | $289K | Buy |
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|
2023
Q4 | $289K | Buy |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $135K | Buy |
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