Elm Advisors’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
Q1 | $533K | Sell |
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|
2021
Q4 | $861K | Hold |
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|
2021
Q3 | $830K | Buy |
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|
2021
Q2 | $858K | Buy |
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|
2021
Q1 | $815K | Buy |
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|
2020
Q4 | $655K | Sell |
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|
2020
Q3 | $685K | Buy |
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|
2020
Q2 | $664K | Sell |
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|
2020
Q1 | $767K | Buy |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $1.07M | Buy |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $786K | Buy |
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|
2018
Q3 | $909K | Sell |
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|
2018
Q2 | $907K | Buy |
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|
2018
Q1 | $829K | Buy |
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|
2017
Q4 | $803K | Sell |
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|
2017
Q3 | $784K | Buy |
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|
2017
Q2 | $738K | Buy |
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|
2017
Q1 | $714K | Sell |
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|
2016
Q4 | $730K | Buy |
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|
2016
Q3 | $604K | Sell |
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|
2016
Q2 | $574K | Sell |
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|
2016
Q1 | $599K | Buy |
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|
2015
Q4 | $453K | Buy |
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|
2015
Q3 | $422K | Hold |
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|
2015
Q2 | $475K | Buy |
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|
2015
Q1 | $463K | Buy |
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|
2014
Q4 | $413K | Hold |
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|
2014
Q3 | $376K | Buy |
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|
2014
Q2 | $274K | Sell |
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|
2014
Q1 | $271K | Buy |
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|
2013
Q4 | $245K | Buy |
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