Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $339K | Sell |
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|
2021
Q3 | $387K | Buy |
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|
2021
Q2 | $403K | Sell |
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|
2021
Q1 | $594K | Sell |
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|
2020
Q4 | $483K | Sell |
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|
2020
Q3 | $372K | Buy |
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|
2020
Q2 | $258K | Sell |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $407K | Sell |
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|
2019
Q3 | $417K | Buy |
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|
2019
Q2 | $400K | Buy |
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|
2019
Q1 | $397K | Buy |
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|
2018
Q4 | $394K | Sell |
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|
2018
Q3 | $441K | Buy |
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|
2018
Q2 | $431K | Hold |
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|
2018
Q1 | $398K | Sell |
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|
2017
Q4 | $415K | Buy |
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|
2017
Q3 | $400K | Buy |
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|
2017
Q2 | $377K | Sell |
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|
2017
Q1 | $391K | Sell |
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|
2016
Q4 | $439K | Sell |
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|
2016
Q3 | $400K | Sell |
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|
2016
Q2 | $379K | Sell |
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|
2016
Q1 | $482K | Buy |
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|
2015
Q4 | $356K | Sell |
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|
2015
Q3 | $348K | Buy |
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|
2015
Q2 | $388K | Hold |
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|
2015
Q1 | $392K | Hold |
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|
2014
Q4 | $388K | Sell |
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|
2014
Q3 | $361K | Sell |
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|
2014
Q2 | $401K | Buy |
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|
2014
Q1 | $378K | Sell |
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|
2013
Q4 | $376K | Sell |
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|
2013
Q3 | $361K | Sell |
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|
2013
Q2 | $332K | Buy |
|