Geneos Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $156K | Sell |
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|
2025
Q2 | $155K | Sell |
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|
2025
Q1 | $282K | Buy |
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|
2024
Q4 | $69.4K | Sell |
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|
2024
Q3 | $102K | Buy |
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|
2024
Q2 | $78.8K | Hold |
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|
2024
Q1 | $83.2K | Sell |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $64.1K | Buy |
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|
2023
Q2 | $65.3K | Buy |
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|
2023
Q1 | $63K | Sell |
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|
2022
Q4 | $94.4K | Buy |
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|
2022
Q3 | $53K | Sell |
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|
2022
Q2 | $94K | Sell |
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|
2022
Q1 | $123K | Sell |
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|
2021
Q4 | $534K | Buy |
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|
2021
Q3 | $243K | Sell |
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|
2021
Q2 | $278K | Sell |
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|
2021
Q1 | $282K | Buy |
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|
2020
Q4 | $206K | Sell |
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|
2020
Q3 | $138K | Hold |
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|
2020
Q2 | $132K | Sell |
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|
2020
Q1 | $189K | Sell |
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|
2019
Q4 | $356K | Sell |
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|
2019
Q3 | $354K | Buy |
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|
2019
Q2 | $347K | Sell |
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|
2019
Q1 | $348K | Sell |
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|
2018
Q4 | $378K | Sell |
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|
2018
Q3 | $4.05M | Buy |
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|
2018
Q2 | $527K | Buy |
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|
2018
Q1 | $486K | Buy |
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|
2017
Q4 | $393K | Sell |
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|
2017
Q3 | $395K | Sell |
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|
2017
Q2 | $465K | Sell |
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|
2017
Q1 | $470K | Sell |
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|
2016
Q4 | $489K | Buy |
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|
2016
Q3 | $435K | Sell |
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|
2016
Q2 | $1.04M | Sell |
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|
2016
Q1 | $1.08M | Buy |
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