High Net Worth Advisory Group’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 | $786K | Hold |
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|
2025
Q1 | $770K | Hold |
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|
2024
Q4 | $858K | Hold |
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|
2024
Q3 | $851K | Hold |
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|
2024
Q2 | $768K | Hold |
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|
2024
Q1 | $812K | Sell |
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|
2023
Q4 | $825K | Hold |
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|
2023
Q3 | $714K | Hold |
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|
2023
Q2 | $761K | Hold |
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|
2023
Q1 | $749K | Hold |
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|
2022
Q4 | $730K | Buy |
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|
2022
Q3 | $363K | Hold |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $451K | Hold |
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|
2021
Q4 | $460K | Buy |
|