Financial Freedom LLC’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,747
| Closed | -$188K | – | 362 |
|
2024
Q3 | $188K | Sell |
1,747
-2,269
| -56% | -$244K | 0.1% | 106 |
|
2024
Q2 | $391K | Buy |
4,016
+11
| +0.3% | +$1.07K | 0.22% | 72 |
|
2024
Q1 | $412K | Buy |
4,005
+9
| +0.2% | +$925 | 0.24% | 71 |
|
2023
Q4 | $412K | Buy |
3,996
+513
| +15% | +$52.9K | 0.26% | 64 |
|
2023
Q3 | $311K | Buy |
3,483
+221
| +7% | +$19.7K | 0.22% | 70 |
|
2023
Q2 | $310K | Buy |
3,262
+254
| +8% | +$24.2K | 0.22% | 67 |
|
2023
Q1 | $282K | Buy |
3,008
+5
| +0.2% | +$468 | 0.21% | 68 |
|
2022
Q4 | $274K | Buy |
+3,003
| New | +$274K | 0.18% | 62 |
|