EverSource Wealth Advisors’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 | $13.1K | Hold |
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|
2025
Q1 | $12.9K | Sell |
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|
2024
Q4 | $15.7K | Buy |
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|
2024
Q3 | $1.4K | Hold |
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|
2024
Q2 | $1.41K | Hold |
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|
2024
Q1 | $1.25K | Sell |
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|
2023
Q4 | $4.02K | Buy |
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|
2023
Q3 | $1.16K | Hold |
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|
2023
Q2 | $1.24K | Hold |
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|
2023
Q1 | $1.22K | Buy |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Buy |
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