Dumont & Blake Investment Advisors’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 | $821K | Buy |
8,250
+1
| +0% | +$99 | 0.21% | 109 |
|
|
2025
Q1 | $804K | Hold |
8,249
| – | – | 0.23% | 108 |
|
|
2024
Q4 | $896K | Buy |
+8,249
| New | +$896K | 0.24% | 98 |
|
|
2015
Q2 | – | Sell |
-16,510
| Closed | -$982K | – | 157 |
|
|
2015
Q1 | $982K | Buy |
16,510
+1,090
| +7% | +$64.8K | 0.48% | 83 |
|
|
2014
Q4 | $909K | Sell |
15,420
-12,534
| -45% | -$739K | 0.45% | 90 |
|
|
2014
Q3 | $1.5M | Buy |
27,954
+442
| +2% | +$23.7K | 0.77% | 42 |
|
|
2014
Q2 | $1.59M | Buy |
27,512
+802
| +3% | +$46.3K | 0.8% | 38 |
|
|
2014
Q1 | $1.52M | Buy |
26,710
+2,288
| +9% | +$130K | 0.79% | 41 |
|
|
2013
Q4 | $1.36M | Sell |
24,422
-5,590
| -19% | -$311K | 0.7% | 51 |
|
|
2013
Q3 | $1.53M | Sell |
30,012
-138
| -0.5% | -$7.05K | 0.73% | 43 |
|
|
2013
Q2 | $1.41M | Buy |
+30,150
| New | +$1.41M | 0.85% | 39 |
|