Heritage Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $693K | Hold |
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|
2025
Q2 | $624K | Hold |
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|
2025
Q1 | $611K | Hold |
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|
2024
Q4 | $681K | Hold |
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|
2024
Q3 | $675K | Hold |
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|
2024
Q2 | $610K | Hold |
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|
2024
Q1 | $644K | Hold |
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|
2023
Q4 | $646K | Hold |
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|
2023
Q3 | $559K | Hold |
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|
2023
Q2 | $596K | Hold |
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|
2023
Q1 | $587K | Hold |
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|
2022
Q4 | $573K | Hold |
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|
2022
Q3 | $517K | Hold |
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|
2022
Q2 | $558K | Buy |
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|
2022
Q1 | $581K | Buy |
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