Gladstone Institutional Advisory’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 | $392K | Sell |
3,944
-1,190
| -23% | -$118K | 0.02% | 560 |
|
|
2025
Q1 | $500K | Sell |
5,134
-684
| -12% | -$66.7K | 0.02% | 466 |
|
|
2024
Q4 | $632K | Buy |
5,818
+2,034
| +54% | +$221K | 0.03% | 406 |
|
|
2024
Q3 | $407K | Buy |
3,784
+291
| +8% | +$31.3K | 0.02% | 505 |
|
|
2024
Q2 | $340K | Buy |
3,493
+452
| +15% | +$44K | 0.02% | 515 |
|
|
2024
Q1 | $312K | Sell |
3,041
-1,146
| -27% | -$118K | 0.02% | 521 |
|
|
2023
Q4 | $432K | Buy |
4,187
+116
| +3% | +$12K | 0.02% | 443 |
|
|
2023
Q3 | $363K | Sell |
4,071
-245
| -6% | -$21.9K | 0.02% | 452 |
|
|
2023
Q2 | $410K | Sell |
4,316
-104
| -2% | -$9.89K | 0.03% | 439 |
|
|
2023
Q1 | $414K | Buy |
4,420
+243
| +6% | +$22.7K | 0.03% | 450 |
|
|
2022
Q4 | $381K | Buy |
4,177
+81
| +2% | +$7.4K | 0.03% | 451 |
|
|
2022
Q3 | $338K | Sell |
4,096
-6,792
| -62% | -$560K | 0.03% | 467 |
|
|
2022
Q2 | $969K | Buy |
10,888
+445
| +4% | +$39.6K | 0.08% | 280 |
|
|
2022
Q1 | $1.07M | Buy |
+10,443
| New | +$1.07M | 0.07% | 281 |
|