Crestwood Advisors 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 | $885K | Sell |
8,892
-911
| -9% | -$90.6K | 0.02% | 291 |
|
|
2025
Q1 | $956K | Buy |
9,803
+62
| +0.6% | +$6.04K | 0.02% | 277 |
|
|
2024
Q4 | $1.06M | Buy |
9,741
+6,826
| +234% | +$741K | 0.02% | 236 |
|
|
2024
Q3 | $314K | Hold |
2,915
| – | – | 0.01% | 358 |
|
|
2024
Q2 | $284K | Hold |
2,915
| – | – | 0.01% | 361 |
|
|
2024
Q1 | $300K | Sell |
2,915
-290
| -9% | -$29.8K | 0.01% | 355 |
|
|
2023
Q4 | $330K | Sell |
3,205
-100
| -3% | -$10.3K | 0.01% | 317 |
|
|
2023
Q3 | $295K | Buy |
+3,305
| New | +$295K | 0.01% | 296 |
|
|
2017
Q2 | – | Sell |
-200
| Closed | -$14K | – | 284 |
|
|
2017
Q1 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 408 |
|