Evermay Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$29.2K Sell
2025
Q1
$29.6K Hold
2024
Q4
$33K Hold
2024
Q3
$32.7K Sell
2024
Q2
$30.7K Buy
2024
Q1
$31.2K Hold
2023
Q4
$31.3K Hold
2023
Q3
$27.1K Hold
2023
Q2
$28.9K Hold
2023
Q1
$28.5K Hold
2022
Q4
$27.8K Hold
2022
Q3
$25K Hold
2022
Q2
$27K Hold
2022
Q1
$31K Buy