Heritage Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,126
| Closed | -$231K | – | 124 |
|
|
2024
Q4 | $231K | Hold |
2,126
| – | – | 0.03% | 103 |
|
|
2024
Q3 | $229K | Hold |
2,126
| – | – | 0.03% | 97 |
|
|
2024
Q2 | $207K | Hold |
2,126
| – | – | 0.03% | 103 |
|
|
2024
Q1 | $218K | Buy |
+2,126
| New | +$218K | 0.03% | 97 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$4K | – | 256 |
|
|
2022
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 366 |
|