Evoke Wealth’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Buy |
8,350
+6,187
| +286% | +$616K | 0.02% | 250 |
|
|
2025
Q1 | $211K | Hold |
2,163
| – | – | 0.01% | 412 |
|
|
2024
Q4 | $235K | Hold |
2,163
| – | – | 0.01% | 383 |
|
|
2024
Q3 | $233K | Buy |
+2,163
| New | +$233K | 0.01% | 373 |
|
|
2024
Q2 | – | Sell |
-2,163
| Closed | -$222K | – | 231 |
|
|
2024
Q1 | $222K | Buy |
+2,163
| New | +$222K | 0.01% | 366 |
|
|
2022
Q4 | – | Sell |
-1,869
| Closed | -$154K | – | 733 |
|
|
2022
Q3 | $154K | Sell |
1,869
-31
| -2% | -$2.55K | 0.01% | 360 |
|
|
2022
Q2 | $169K | Hold |
1,900
| – | – | 0.01% | 335 |
|
|
2022
Q1 | $195K | Hold |
1,900
| – | – | 0.01% | 359 |
|
|
2021
Q4 | $199K | Hold |
1,900
| – | – | 0.01% | 363 |
|
|
2021
Q3 | $191K | Sell |
1,900
-8,000
| -81% | -$804K | 0.01% | 341 |
|
|
2021
Q2 | $1.04M | Hold |
9,900
| – | – | 0.04% | 171 |
|
|
2021
Q1 | $997K | Hold |
9,900
| – | – | 0.05% | 156 |
|
|
2020
Q4 | $805K | Hold |
9,900
| – | – | 0.05% | 111 |
|
|
2020
Q3 | $606K | Buy |
9,900
+8,000
| +421% | +$490K | 0.05% | 116 |
|
|
2020
Q2 | $114K | Hold |
1,900
| – | – | 0.01% | 257 |
|
|
2020
Q1 | $94.9K | Buy |
+1,900
| New | +$94.9K | 0.01% | 265 |
|
|
2019
Q4 | – | Sell |
-1,900
| Closed | -$143K | – | 1332 |
|
|
2019
Q3 | $143K | Buy |
+1,900
| New | +$143K | 0.02% | 313 |
|