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Holistic Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Holistic Planning’s Portfolio IJS Stock Details IJS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,004
Closed -$207K – 119
2023
Q4 		$207K Buy
+2,004
New +$207K 0.17% 114