CFG
Cosner Financial Group’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 | $219K | Sell |
2,201
-22
| -1% | -$2.19K | 0.12% | 34 |
|
2025
Q1 | $217K | Sell |
2,223
-20
| -0.9% | -$1.95K | 0.13% | 37 |
|
2024
Q4 | $244K | Hold |
2,243
| – | – | 0.15% | 34 |
|
2024
Q3 | $241K | Hold |
2,243
| – | – | 0.16% | 35 |
|
2024
Q2 | $218K | Sell |
2,243
-280
| -11% | -$27.2K | 0.15% | 32 |
|
2024
Q1 | $259K | Sell |
2,523
-794
| -24% | -$81.6K | 0.19% | 31 |
|
2023
Q4 | $342K | Sell |
3,317
-100,554
| -97% | -$10.4M | 0.29% | 30 |
|
2023
Q3 | $9.27M | Buy |
103,871
+1,455
| +1% | +$130K | 8.17% | 4 |
|
2023
Q2 | $9.74M | Buy |
+102,416
| New | +$9.74M | 8.03% | 4 |
|