Forvis Mazars Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,461
| Closed | -$252K | – | 393 |
|
|
2022
Q1 | $252K | Buy |
2,461
+3
| +0.1% | +$307 | 0.01% | 265 |
|
|
2021
Q4 | $257K | Buy |
2,458
+8
| +0.3% | +$836 | 0.01% | 252 |
|
|
2021
Q3 | $247K | Sell |
2,450
-307
| -11% | -$31K | 0.01% | 244 |
|
|
2021
Q2 | $291K | Buy |
+2,757
| New | +$291K | 0.01% | 223 |
|