Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $50.8K | Buy |
556
+386
| +227% | +$35.2K | 0.01% | 497 |
|
|
2022
Q3 | $14K | Buy |
170
+48
| +39% | +$3.95K | ﹤0.01% | 600 |
|
|
2022
Q2 | $10.9K | Buy |
122
+108
| +771% | +$9.62K | ﹤0.01% | 654 |
|
|
2022
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 944 |
|
|
2021
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 821 |
|
|
2021
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 832 |
|
|
2021
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 698 |
|