GMA
Goldstein Munger & Associates’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
Q3 | $364K | Hold |
4,420
| – | – | 0.12% | 28 |
|
|
2022
Q2 | $394K | Hold |
4,420
| – | – | 0.12% | 28 |
|
|
2022
Q1 | $453K | Hold |
4,420
| – | – | 0.12% | 29 |
|
|
2021
Q4 | $462K | Hold |
4,420
| – | – | 0.12% | 27 |
|
|
2021
Q3 | $445K | Hold |
4,420
| – | – | 0.12% | 27 |
|
|
2021
Q2 | $466K | Hold |
4,420
| – | – | 0.12% | 28 |
|
|
2021
Q1 | $445K | Hold |
4,420
| – | – | 0.12% | 28 |
|
|
2020
Q4 | $359K | Buy |
4,420
+2,210
| +100% | +$180K | 0.11% | 33 |
|
|
2020
Q3 | $271K | Hold |
2,210
| – | – | 0.09% | 34 |
|
|
2020
Q2 | $266K | Sell |
2,210
-920
| -29% | -$111K | 0.1% | 34 |
|
|
2020
Q1 | $313K | Hold |
3,130
| – | – | 0.15% | 29 |
|
|
2019
Q4 | $503K | Hold |
3,130
| – | – | 0.21% | 29 |
|
|
2019
Q3 | $470K | Hold |
3,130
| – | – | 0.21% | 29 |
|
|
2019
Q2 | $465K | Hold |
3,130
| – | – | 0.2% | 29 |
|
|
2019
Q1 | $462K | Hold |
3,130
| – | – | 0.2% | 31 |
|
|
2018
Q4 | $413K | Hold |
3,130
| – | – | 0.2% | 31 |
|
|
2018
Q3 | $522K | Hold |
3,130
| – | – | 0.22% | 27 |
|
|
2018
Q2 | $511K | Hold |
3,130
| – | – | 0.22% | 28 |
|
|
2018
Q1 | $472K | Sell |
3,130
-270
| -8% | -$40.7K | 0.2% | 28 |
|
|
2017
Q4 | $522K | Hold |
3,400
| – | – | 0.22% | 27 |
|
|
2017
Q3 | $504K | Hold |
3,400
| – | – | 0.23% | 26 |
|
|
2017
Q2 | $475K | Hold |
3,400
| – | – | 0.22% | 26 |
|
|
2017
Q1 | $471K | Hold |
3,400
| – | – | 0.21% | 29 |
|
|
2016
Q4 | $476K | Buy |
+3,400
| New | +$476K | 0.21% | 26 |
|