Destination Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $52K | Sell |
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|
2019
Q1 | $66K | Sell |
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|
2018
Q4 | $73K | Buy |
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|
2018
Q3 | $92K | Sell |
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|
2018
Q2 | $97K | Sell |
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|
2018
Q1 | $170K | Sell |
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|
2017
Q4 | $281K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $506K | Sell |
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|
2015
Q2 | $9.25M | Buy |
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|
2015
Q1 | $646K | Sell |
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|
2014
Q4 | $661K | Hold |
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|
2014
Q3 | $601K | Buy |
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|
2014
Q2 | $636K | Sell |
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|
2014
Q1 | $641K | Buy |
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|
2013
Q4 | $608K | Sell |
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|
2013
Q3 | $569K | Hold |
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|
2013
Q2 | $520K | Buy |
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