Curated Wealth Partners’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
Q3 | $312K | Hold |
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|
2025
Q2 | $280K | Hold |
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|
2025
Q1 | $275K | Sell |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $367K | Hold |
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|
2023
Q2 | $391K | Hold |
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|
2023
Q1 | $384K | Hold |
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|
2022
Q4 | $375K | Hold |
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|
2022
Q3 | $339K | Hold |
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|
2022
Q2 | $366K | Hold |
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|
2022
Q1 | $429K | Hold |
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|
2021
Q4 | $429K | Hold |
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|
2021
Q3 | $413K | Hold |
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|
2021
Q2 | $433K | Buy |
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