EWM
EPG Wealth Management’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 | $4.98K | Hold |
50
| – | – | ﹤0.01% | 290 |
|
|
2025
Q1 | $4.87K | Hold |
50
| – | – | ﹤0.01% | 383 |
|
|
2024
Q4 | $5.43K | Hold |
50
| – | – | ﹤0.01% | 395 |
|
|
2024
Q3 | $5.38K | Buy |
+50
| New | +$5.38K | ﹤0.01% | 392 |
|
|
2024
Q2 | – | Sell |
-50
| Closed | -$5.14K | – | 415 |
|
|
2024
Q1 | $5.14K | Hold |
50
| – | – | ﹤0.01% | 409 |
|
|
2023
Q4 | $4.83K | Hold |
50
| – | – | ﹤0.01% | 396 |
|
|
2023
Q3 | $4.46K | Hold |
50
| – | – | ﹤0.01% | 392 |
|
|
2023
Q2 | $4.76K | Hold |
50
| – | – | ﹤0.01% | 382 |
|
|
2023
Q1 | $4.68K | Hold |
50
| – | – | ﹤0.01% | 390 |
|
|
2022
Q4 | $4.57K | Hold |
50
| – | – | ﹤0.01% | 355 |
|
|
2022
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 359 |
|
|
2022
Q2 | – | Sell |
-152
| Closed | -$16K | – | 300 |
|
|
2022
Q1 | $16K | Buy |
152
+1
| +0.7% | +$105 | 0.01% | 339 |
|
|
2021
Q4 | $16K | Hold |
151
| – | – | 0.01% | 343 |
|
|
2021
Q3 | $15K | Buy |
+151
| New | +$15K | 0.01% | 319 |
|
|
2020
Q2 | – | Sell |
-9
| Closed | -$1K | – | 437 |
|
|
2020
Q1 | $1K | Sell |
9
-71
| -89% | -$7.89K | ﹤0.01% | 740 |
|
|
2019
Q4 | $13K | Buy |
+80
| New | +$13K | 0.01% | 397 |
|