Elevation Wealth Partners’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
2025
Q3
$1.33M Buy
2025
Q2
$1.19M Buy
2025
Q1
$559K Buy
2024
Q4
$621K Buy
2024
Q3
$613K Buy
2024
Q2
$551K Buy
2024
Q1
$580K Buy
2023
Q4
$498K Hold
2023
Q3
$498K Buy
2023
Q2
$394K Buy
2023
Q1
$386K Buy