EWF
Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,509
| Closed | -$771K | – | 89 |
|
|
2018
Q3 | $771K | Sell |
4,509
-15,169
| -77% | -$2.59M | 0.51% | 20 |
|
|
2018
Q2 | $3.11M | Buy |
19,678
+17,797
| +946% | +$2.81M | 2.31% | 5 |
|
|
2018
Q1 | $280K | Sell |
1,881
-11,816
| -86% | -$1.76M | 0.18% | 87 |
|
|
2017
Q4 | $2.16M | Buy |
+13,697
| New | +$2.16M | 1.25% | 20 |
|