Congress Wealth Management’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
$4.88M Buy
2025
Q1
$593K Buy
2024
Q4
$566K Buy
2024
Q3
$217K Buy
2024
Q1
Sell
2023
Q4
$220K Buy