DJYG
David J. Yvars 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,537
| Closed | -$227K | – | 78 |
|
|
2023
Q3 | $227K | Hold |
2,537
| – | – | 0.19% | 59 |
|
|
2023
Q2 | $241K | Sell |
2,537
-1,430
| -36% | -$136K | 0.2% | 63 |
|
|
2023
Q1 | $366K | Hold |
3,967
| – | – | 0.33% | 47 |
|
|
2022
Q4 | $363K | Sell |
3,967
-750
| -16% | -$68.7K | 0.46% | 37 |
|
|
2022
Q3 | $391K | Sell |
4,717
-634
| -12% | -$52.6K | 0.43% | 36 |
|
|
2022
Q2 | $479K | Buy |
5,351
+542
| +11% | +$48.5K | 0.65% | 28 |
|
|
2022
Q1 | $495K | Sell |
4,809
-1,080
| -18% | -$111K | 0.34% | 42 |
|
|
2021
Q4 | $616K | Sell |
5,889
-4,465
| -43% | -$467K | 0.38% | 36 |
|
|
2021
Q3 | $1.05M | Sell |
10,354
-855
| -8% | -$86.7K | 0.61% | 26 |
|
|
2021
Q2 | $1.18M | Sell |
11,209
-512
| -4% | -$53.8K | 0.66% | 25 |
|
|
2021
Q1 | $1.18M | Buy |
11,721
+7,082
| +153% | +$714K | 0.75% | 25 |
|
|
2020
Q4 | $377K | Buy |
+4,639
| New | +$377K | 0.26% | 50 |
|