Heritage Wealth Advisors’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
Q2 | $624K | Hold |
6,270
| – | – | 0.03% | 113 |
|
|
2025
Q1 | $611K | Hold |
6,270
| – | – | 0.03% | 112 |
|
|
2024
Q4 | $681K | Hold |
6,270
| – | – | 0.03% | 112 |
|
|
2024
Q3 | $675K | Hold |
6,270
| – | – | 0.03% | 116 |
|
|
2024
Q2 | $610K | Hold |
6,270
| – | – | 0.03% | 122 |
|
|
2024
Q1 | $644K | Hold |
6,270
| – | – | 0.03% | 128 |
|
|
2023
Q4 | $646K | Hold |
6,270
| – | – | 0.03% | 123 |
|
|
2023
Q3 | $559K | Hold |
6,270
| – | – | 0.03% | 125 |
|
|
2023
Q2 | $596K | Hold |
6,270
| – | – | 0.03% | 118 |
|
|
2023
Q1 | $587K | Hold |
6,270
| – | – | 0.03% | 116 |
|
|
2022
Q4 | $573K | Hold |
6,270
| – | – | 0.03% | 120 |
|
|
2022
Q3 | $517K | Hold |
6,270
| – | – | 0.04% | 118 |
|
|
2022
Q2 | $558K | Buy |
6,270
+600
| +11% | +$53.4K | 0.04% | 119 |
|
|
2022
Q1 | $581K | Buy |
+5,670
| New | +$581K | 0.03% | 123 |
|