Daymark Wealth Partners’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 | $445K | Sell |
4,469
-8
| -0.2% | -$796 | 0.02% | 375 |
|
|
2025
Q1 | $436K | Sell |
4,477
-1,027
| -19% | -$100K | 0.02% | 350 |
|
|
2024
Q4 | $598K | Sell |
5,504
-1,129
| -17% | -$123K | 0.03% | 297 |
|
|
2024
Q3 | $714K | Sell |
6,633
-318
| -5% | -$34.2K | 0.03% | 288 |
|
|
2024
Q2 | $676K | Buy |
+6,951
| New | +$676K | 0.03% | 292 |
|