Glass Jacobson Investment 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.02M | Sell |
20,257
-2,713
| -12% | -$270K | 0.78% | 45 |
|
2025
Q1 | $2.49M | Hold |
22,970
| – | – | 0.82% | 33 |
|
2024
Q4 | $2.49M | Sell |
22,970
-756
| -3% | -$82.1K | 0.82% | 33 |
|
2024
Q3 | $2.55M | Sell |
23,726
-640
| -3% | -$68.9K | 0.85% | 33 |
|
2024
Q2 | $2.37M | Sell |
24,366
-564
| -2% | -$54.9K | 0.86% | 29 |
|
2024
Q1 | $2.56M | Buy |
24,930
+820
| +3% | +$84.3K | 0.96% | 25 |
|
2023
Q4 | $2.48M | Sell |
24,110
-8,476
| -26% | -$874K | 1.01% | 22 |
|
2023
Q3 | $2.91M | Sell |
32,586
-261
| -0.8% | -$23.3K | 1.33% | 13 |
|
2023
Q2 | $3.12M | Buy |
+32,847
| New | +$3.12M | 1.43% | 11 |
|
2022
Q4 | $2.95M | Buy |
+32,362
| New | +$2.95M | 1.46% | 8 |
|