EA
Efficient 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-32,582
| Closed | -$1.9M | – | 76 |
|
2016
Q2 | $1.9M | Buy |
32,582
+438
| +1% | +$25.6K | 0.3% | 36 |
|
2016
Q1 | $1.82M | Buy |
32,144
+5,602
| +21% | +$317K | 0.33% | 32 |
|
2015
Q4 | $1.44M | Buy |
26,542
+5,590
| +27% | +$302K | 0.31% | 22 |
|
2015
Q3 | $1.1M | Buy |
20,952
+5,372
| +34% | +$282K | 0.25% | 26 |
|
2015
Q2 | $917K | Buy |
+15,580
| New | +$917K | 0.19% | 30 |
|