Focus Partners 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 | $14.1M | Sell |
141,373
-7,731
| -5% | -$769K | 0.03% | 432 |
|
2025
Q1 | $14.5M | Sell |
149,104
-483
| -0.3% | -$47.1K | 0.04% | 397 |
|
2024
Q4 | $16.2M | Buy |
149,587
+47,169
| +46% | +$5.12M | 0.04% | 359 |
|
2024
Q3 | $11M | Sell |
102,418
-26,526
| -21% | -$2.86M | 0.04% | 387 |
|
2024
Q2 | $12.5M | Buy |
128,944
+69,871
| +118% | +$6.8M | 0.04% | 323 |
|
2024
Q1 | $6.07M | Buy |
59,073
+49,059
| +490% | +$5.04M | 0.05% | 290 |
|
2023
Q4 | $1.03M | Buy |
+10,014
| New | +$1.03M | 0.01% | 447 |
|