EFS
Essex Financial Services’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 | $593K | Buy |
5,957
+70
| +1% | +$6.96K | 0.04% | 375 |
|
|
2025
Q1 | $574K | Sell |
5,887
-280
| -5% | -$27.3K | 0.04% | 349 |
|
|
2024
Q4 | $670K | Buy |
6,167
+18
| +0.3% | +$1.96K | 0.05% | 318 |
|
|
2024
Q3 | $656K | Buy |
6,149
+1
| +0% | +$107 | 0.05% | 323 |
|
|
2024
Q2 | $624K | Buy |
6,148
+3,134
| +104% | +$318K | 0.05% | 328 |
|
|
2024
Q1 | $310K | Sell |
3,014
-233
| -7% | -$23.9K | 0.03% | 415 |
|
|
2023
Q4 | $335K | Sell |
3,247
-81
| -2% | -$8.35K | 0.03% | 378 |
|
|
2023
Q3 | $297K | Buy |
3,328
+127
| +4% | +$11.3K | 0.03% | 375 |
|
|
2023
Q2 | $304K | Sell |
3,201
-999
| -24% | -$95K | 0.03% | 368 |
|
|
2023
Q1 | $393K | Sell |
4,200
-1,271
| -23% | -$119K | 0.04% | 330 |
|
|
2022
Q4 | $499K | Buy |
5,471
+801
| +17% | +$73.1K | 0.05% | 276 |
|
|
2022
Q3 | $385K | Sell |
4,670
-197
| -4% | -$16.2K | 0.05% | 297 |
|
|
2022
Q2 | $433K | Buy |
4,867
+500
| +11% | +$44.5K | 0.05% | 293 |
|
|
2022
Q1 | $447K | Buy |
+4,367
| New | +$447K | 0.04% | 307 |
|
|
2018
Q4 | – | Sell |
-1,223
| Closed | -$204K | – | 268 |
|
|
2018
Q3 | $204K | Buy |
+1,223
| New | +$204K | 0.04% | 269 |
|