CWM
Congress Wealth Management’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 | $4.88M | Buy |
49,061
+43,001
| +710% | +$4.28M | 0.05% | 389 |
|
|
2025
Q1 | $593K | Buy |
6,060
+850
| +16% | +$83.1K | 0.01% | 765 |
|
|
2024
Q4 | $566K | Buy |
5,210
+3,192
| +158% | +$347K | 0.01% | 615 |
|
|
2024
Q3 | $217K | Buy |
+2,018
| New | +$217K | ﹤0.01% | 803 |
|
|
2024
Q1 | – | Sell |
-2,132
| Closed | -$220K | – | 609 |
|
|
2023
Q4 | $220K | Buy |
+2,132
| New | +$220K | ﹤0.01% | 581 |
|