GC Wealth Management RIA’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 | – | Sell |
-11,631
| Closed | -$1.13M | – | 530 |
|
|
2025
Q1 | $1.13M | Sell |
11,631
-1,827
| -14% | -$178K | 0.21% | 97 |
|
|
2024
Q4 | $1.46M | Sell |
13,458
-957
| -7% | -$104K | 0.26% | 82 |
|
|
2024
Q3 | $1.55M | Sell |
14,415
-1,400
| -9% | -$151K | 0.27% | 79 |
|
|
2024
Q2 | $1.54M | Sell |
15,815
-4,063
| -20% | -$395K | 0.3% | 67 |
|
|
2024
Q1 | $2.04M | Buy |
+19,878
| New | +$2.04M | 0.41% | 48 |
|