GBWM
Granite Bay Wealth Management’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
Q1 | – | Sell |
-2,900
| Closed | -$315K | – | 77 |
|
|
2024
Q4 | $315K | Buy |
+2,900
| New | +$315K | 0.12% | 58 |
|
|
2024
Q3 | – | Sell |
-7,035
| Closed | -$684K | – | 52 |
|
|
2024
Q2 | $684K | Sell |
7,035
-3,590
| -34% | -$349K | 0.37% | 35 |
|
|
2024
Q1 | $1.09M | Sell |
10,625
-82,700
| -89% | -$8.5M | 0.62% | 34 |
|
|
2023
Q4 | $9.59M | Buy |
+93,325
| New | +$9.59M | 0.09% | 83 |
|