EverSource Wealth Advisors’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 | $13.1K | Hold |
132
| – | – | ﹤0.01% | 2609 |
|
|
2025
Q1 | $12.9K | Sell |
132
-13
| -9% | -$1.27K | ﹤0.01% | 1965 |
|
|
2024
Q4 | $15.7K | Buy |
145
+132
| +1,015% | +$14.3K | ﹤0.01% | 1755 |
|
|
2024
Q3 | $1.4K | Hold |
13
| – | – | ﹤0.01% | 2640 |
|
|
2024
Q2 | $1.41K | Hold |
13
| – | – | ﹤0.01% | 2648 |
|
|
2024
Q1 | $1.25K | Sell |
13
-26
| -67% | -$2.5K | ﹤0.01% | 2514 |
|
|
2023
Q4 | $4.02K | Buy |
39
+26
| +200% | +$2.68K | ﹤0.01% | 1946 |
|
|
2023
Q3 | $1.16K | Hold |
13
| – | – | ﹤0.01% | 2157 |
|
|
2023
Q2 | $1.24K | Hold |
13
| – | – | ﹤0.01% | 2150 |
|
|
2023
Q1 | $1.22K | Buy |
+13
| New | +$1.22K | ﹤0.01% | 2065 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2364 |
|
|
2022
Q3 | – | Sell |
-2,312
| Closed | -$206K | – | 2039 |
|
|
2022
Q2 | $206K | Buy |
+2,312
| New | +$206K | 0.05% | 253 |
|