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Fiducient 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 | $322K | Sell |
3,239
-41
| -1% | -$4.08K | 0.04% | 120 |
|
|
2025
Q1 | $320K | Buy |
3,280
+225
| +7% | +$21.9K | 0.04% | 121 |
|
|
2024
Q4 | $332K | Sell |
3,055
-1,143
| -27% | -$124K | 0.04% | 117 |
|
|
2024
Q3 | $452K | Buy |
4,198
+5
| +0.1% | +$538 | 0.05% | 89 |
|
|
2024
Q2 | $408K | Buy |
4,193
+35
| +0.8% | +$3.41K | 0.06% | 97 |
|
|
2024
Q1 | $427K | Sell |
4,158
-60
| -1% | -$6.17K | 0.08% | 89 |
|
|
2023
Q4 | $435K | Buy |
4,218
+7
| +0.2% | +$721 | 0.08% | 83 |
|
|
2023
Q3 | $378K | Buy |
4,211
+733
| +21% | +$65.8K | 0.02% | 80 |
|
|
2023
Q2 | $331K | Buy |
3,478
+650
| +23% | +$61.8K | 0.1% | 42 |
|
|
2023
Q1 | $265K | Hold |
2,828
| – | – | 0.09% | 44 |
|
|
2022
Q4 | $258K | Sell |
2,828
-28
| -1% | -$2.56K | 0.08% | 154 |
|
|
2022
Q3 | $235K | Hold |
2,856
| – | – | 0.11% | 53 |
|
|
2022
Q2 | $254K | Sell |
2,856
-21
| -0.7% | -$1.87K | 0.1% | 75 |
|
|
2022
Q1 | $295K | Buy |
2,877
+5
| +0.2% | +$513 | 0.11% | 52 |
|
|
2021
Q4 | $300K | Sell |
2,872
-57
| -2% | -$5.95K | 0.09% | 46 |
|
|
2021
Q3 | $295K | Hold |
2,929
| – | – | 0.09% | 74 |
|
|
2021
Q2 | $309K | Sell |
2,929
-83,017
| -97% | -$8.76M | 0.1% | 58 |
|
|
2021
Q1 | $93K | Sell |
85,946
-116,582
| -58% | -$126K | 0.03% | 81 |
|
|
2020
Q4 | $221K | Buy |
202,528
+48,097
| +31% | +$52.5K | 0.08% | 74 |
|
|
2020
Q3 | $166K | Buy |
+154,431
| New | +$166K | 0.09% | 21 |
|
|
2020
Q1 | – | Sell |
-1,360
| Closed | -$219K | – | 25 |
|
|
2019
Q4 | $219K | Hold |
1,360
| – | – | 0.12% | 22 |
|
|
2019
Q3 | $204K | Hold |
1,360
| – | – | 0.12% | 20 |
|
|
2019
Q2 | $202K | Sell |
1,360
-61
| -4% | -$9.06K | 0.12% | 19 |
|
|
2019
Q1 | $210K | Buy |
+1,421
| New | +$210K | 0.1% | 21 |
|
|
2018
Q4 | – | Sell |
-1,421
| Closed | -$237K | – | 22 |
|
|
2018
Q3 | $237K | Sell |
1,421
-12
| -0.8% | -$2K | 0.12% | 20 |
|
|
2018
Q2 | $234K | Sell |
1,433
-68
| -5% | -$11.1K | 0.12% | 20 |
|
|
2018
Q1 | $226K | Buy |
+1,501
| New | +$226K | 0.12% | 19 |
|