Ehrlich Financial Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
12,908
+948
| +8% | +$94.3K | 0.83% | 36 |
|
|
2025
Q1 | $1.17M | Buy |
11,960
+830
| +7% | +$80.9K | 0.85% | 38 |
|
|
2024
Q4 | $1.21M | Sell |
11,130
-133
| -1% | -$14.4K | 0.86% | 29 |
|
|
2024
Q3 | $1.21M | Buy |
+11,263
| New | +$1.21M | 0.86% | 29 |
|
|
2024
Q2 | – | Sell |
-21,279
| Closed | -$2.19M | – | 105 |
|
|
2024
Q1 | $2.19M | Buy |
21,279
+14,819
| +229% | +$1.52M | 1.84% | 17 |
|
|
2023
Q4 | $666K | Buy |
+6,460
| New | +$666K | 0.67% | 38 |
|