EPW
Evergreen Private Wealth’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 | $116K | Sell |
1,164
-48
| -4% | -$4.78K | 0.05% | 87 |
|
|
2025
Q1 | $118K | Sell |
1,212
-74
| -6% | -$7.21K | 0.06% | 91 |
|
|
2024
Q4 | $140K | Buy |
1,286
+9
| +0.7% | +$977 | 0.07% | 88 |
|
|
2024
Q3 | $137K | Buy |
1,277
+53
| +4% | +$5.71K | 0.06% | 90 |
|
|
2024
Q2 | $119K | Sell |
1,224
-1,036
| -46% | -$101K | 0.06% | 92 |
|
|
2024
Q1 | $232K | Sell |
2,260
-862
| -28% | -$88.6K | 0.12% | 67 |
|
|
2023
Q4 | $322K | Buy |
+3,122
| New | +$322K | 0.17% | 62 |
|