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Connecticut 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
2020
Q1
Sell
-2,359
Closed -$379K 149
2019
Q4
$379K Buy
2,359
+95
+4% +$15.3K 0.04% 121
2019
Q3
$340K Buy
2,264
+152
+7% +$22.8K 0.04% 122
2019
Q2
$314K Buy
+2,112
New +$314K 0.04% 122