Focused Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-52
| Closed | -$5.38K | – | 514 |
|
|
2023
Q4 | $5.38K | Hold |
52
| – | – | ﹤0.01% | 626 |
|
|
2023
Q3 | $4.62K | Hold |
52
| – | – | ﹤0.01% | 629 |
|
|
2023
Q2 | $4.92K | Hold |
52
| – | – | ﹤0.01% | 636 |
|
|
2023
Q1 | $4.83K | Buy |
52
+1
| +2% | +$93 | ﹤0.01% | 654 |
|
|
2022
Q4 | $4.69K | Hold |
51
| – | – | ﹤0.01% | 635 |
|
|
2022
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 636 |
|
|
2022
Q2 | $5K | Hold |
51
| – | – | ﹤0.01% | 583 |
|
|
2022
Q1 | $5K | Hold |
51
| – | – | ﹤0.01% | 626 |
|
|
2021
Q4 | $5K | Buy |
51
+1
| +2% | +$98 | ﹤0.01% | 664 |
|
|
2021
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 664 |
|
|
2021
Q2 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 667 |
|