HHM 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
Q2 | $165K | Hold |
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|
2025
Q1 | $162K | Hold |
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|
2024
Q4 | $180K | Hold |
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|
2024
Q3 | $179K | Hold |
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|
2024
Q2 | $161K | Hold |
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|
2024
Q1 | $171K | Hold |
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|
2023
Q4 | $171K | Hold |
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|
2023
Q3 | $148K | Sell |
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|
2023
Q2 | $355K | Hold |
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|
2023
Q1 | $350K | Hold |
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|
2022
Q4 | $341K | Hold |
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|
2022
Q3 | $308K | Hold |
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|
2022
Q2 | $333K | Buy |
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|
2022
Q1 | $170K | Hold |
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|
2021
Q4 | $173K | Hold |
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|
2021
Q3 | $167K | Hold |
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|
2021
Q2 | $175K | Hold |
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|
2021
Q1 | $167K | Hold |
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|
2020
Q4 | $135K | Buy |
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