IWA
IBEX Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-250
| Closed | -$25K | – | 308 |
|
|
2021
Q3 | $25K | Buy |
+250
| New | +$25K | ﹤0.01% | 307 |
|
|
2021
Q2 | – | Sell |
-13,538
| Closed | -$1.36M | – | 190 |
|
|
2021
Q1 | $1.36M | Buy |
+13,538
| New | +$1.36M | 0.34% | 90 |
|
|
2017
Q1 | – | Sell |
-1,440
| Closed | -$199K | – | 213 |
|
|
2016
Q4 | $199K | Buy |
+1,440
| New | +$199K | 0.1% | 111 |
|