Evermay 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 | $29.2K | Sell |
293
-11
| -4% | -$1.09K | ﹤0.01% | 360 |
|
|
2025
Q1 | $29.6K | Hold |
304
| – | – | ﹤0.01% | 361 |
|
|
2024
Q4 | $33K | Hold |
304
| – | – | 0.01% | 351 |
|
|
2024
Q3 | $32.7K | Sell |
304
-12
| -4% | -$1.29K | 0.01% | 366 |
|
|
2024
Q2 | $30.7K | Buy |
316
+12
| +4% | +$1.17K | ﹤0.01% | 381 |
|
|
2024
Q1 | $31.2K | Hold |
304
| – | – | ﹤0.01% | 388 |
|
|
2023
Q4 | $31.3K | Hold |
304
| – | – | 0.01% | 362 |
|
|
2023
Q3 | $27.1K | Hold |
304
| – | – | 0.01% | 357 |
|
|
2023
Q2 | $28.9K | Hold |
304
| – | – | 0.01% | 353 |
|
|
2023
Q1 | $28.5K | Hold |
304
| – | – | 0.01% | 344 |
|
|
2022
Q4 | $27.8K | Hold |
304
| – | – | 0.01% | 344 |
|
|
2022
Q3 | $25K | Hold |
304
| – | – | 0.01% | 327 |
|
|
2022
Q2 | $27K | Hold |
304
| – | – | 0.01% | 322 |
|
|
2022
Q1 | $31K | Buy |
+304
| New | +$31K | 0.01% | 337 |
|