Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4K | Sell |
38
-191
| -83% | -$20.1K | ﹤0.01% | 439 |
|
|
2024
Q3 | $24K | Sell |
229
-526
| -70% | -$55.1K | 0.01% | 644 |
|
|
2024
Q2 | $73K | Hold |
755
| – | – | 0.02% | 410 |
|
|
2024
Q1 | $77.6K | Hold |
755
| – | – | 0.02% | 391 |
|
|
2023
Q4 | $77K | Hold |
755
| – | – | 0.03% | 383 |
|
|
2023
Q3 | $67.4K | Buy |
+755
| New | +$67.4K | 0.02% | 388 |
|
|
2023
Q1 | $77K | Buy |
+820
| New | +$77K | 0.03% | 353 |
|
|
2022
Q4 | – | Sell |
-820
| Closed | -$67K | – | 689 |
|
|
2022
Q3 | $67K | Buy |
+820
| New | +$67K | 0.03% | 342 |
|