IWP
IAG Wealth Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.8K | Hold |
350
| – | – | ﹤0.01% | 231 |
|
|
2025
Q1 | $34.1K | Sell |
350
-379
| -52% | -$36.9K | 0.01% | 224 |
|
|
2024
Q4 | $79.2K | Hold |
729
| – | – | 0.01% | 158 |
|
|
2024
Q3 | $78.5K | Hold |
729
| – | – | 0.01% | 154 |
|
|
2024
Q2 | $70.9K | Sell |
729
-739
| -50% | -$71.9K | 0.01% | 153 |
|
|
2024
Q1 | $151K | Buy |
1,468
+1,024
| +231% | +$105K | 0.03% | 102 |
|
|
2023
Q4 | $45.8K | Hold |
444
| – | – | 0.01% | 168 |
|
|
2023
Q3 | $39.6K | Hold |
444
| – | – | 0.01% | 163 |
|
|
2023
Q2 | $42.2K | Buy |
+444
| New | +$42.2K | 0.01% | 171 |
|