IA
IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.98M | Buy |
70,139
+49,160
| +234% | +$4.89M | 0.2% | 104 |
|
|
2025
Q1 | $2.05M | Buy |
20,979
+568
| +3% | +$55.4K | 0.06% | 350 |
|
|
2024
Q4 | $2.22M | Buy |
20,411
+404
| +2% | +$43.9K | 0.07% | 313 |
|
|
2024
Q3 | $2.15M | Sell |
20,007
-695
| -3% | -$74.8K | 0.08% | 283 |
|
|
2024
Q2 | $2.01M | Sell |
20,702
-15,050
| -42% | -$1.46M | 0.08% | 265 |
|
|
2024
Q1 | $3.67M | Buy |
35,752
+1,089
| +3% | +$112K | 0.16% | 136 |
|
|
2023
Q4 | $3.57M | Buy |
34,663
+32,905
| +1,872% | +$3.39M | 0.17% | 127 |
|
|
2023
Q3 | $157K | Sell |
1,758
-2,467
| -58% | -$220K | 0.01% | 1075 |
|
|
2023
Q2 | $402K | Sell |
4,225
-8,305
| -66% | -$790K | 0.02% | 729 |
|
|
2023
Q1 | $2.05M | Buy |
12,530
+4,832
| +63% | +$790K | 0.09% | 225 |
|
|
2022
Q4 | $1.27M | Sell |
7,698
-39,578
| -84% | -$6.53M | 0.03% | 530 |
|
|
2022
Q3 | $7.84M | Sell |
47,276
-247
| -0.5% | -$40.9K | 0.2% | 98 |
|
|
2022
Q2 | $7.8M | Hold |
47,523
| – | – | 0.25% | 89 |
|
|
2022
Q1 | $7.8M | Buy |
47,523
+41,901
| +745% | +$6.88M | 0.25% | 89 |
|
|
2021
Q4 | $590K | Sell |
5,622
-961
| -15% | -$101K | 0.01% | 533 |
|
|
2021
Q3 | $666K | Sell |
6,583
-103,723
| -94% | -$10.5M | 0.01% | 486 |
|
|
2021
Q2 | $11.6M | Buy |
110,306
+31,686
| +40% | +$3.34M | 0.24% | 45 |
|
|
2021
Q1 | $7.91M | Buy |
78,620
+67,435
| +603% | +$6.79M | 0.15% | 64 |
|
|
2020
Q4 | $907K | Buy |
11,185
+5,646
| +102% | +$8.68K | 0.04% | 367 |
|
|
2020
Q3 | $679K | Sell |
5,539
-1,127
| -17% | -$138K | 0.04% | 361 |
|
|
2020
Q2 | $788K | Buy |
6,666
+670
| +11% | +$79.2K | 0.06% | 318 |
|
|
2020
Q1 | $616K | Sell |
5,996
-652
| -10% | -$67K | 0.06% | 302 |
|
|
2019
Q4 | $1.06M | Buy |
6,648
+888
| +15% | +$141K | 0.08% | 266 |
|
|
2019
Q3 | $864K | Buy |
+5,760
| New | +$864K | 0.06% | 339 |
|
|
2019
Q1 | $544K | Sell |
3,705
-3,120
| -46% | -$458K | 0.07% | 268 |
|
|
2018
Q4 | $895K | Sell |
6,825
-9,128
| -57% | -$1.2M | 0.05% | 372 |
|
|
2018
Q3 | $2.66M | Buy |
15,953
+4,534
| +40% | +$757K | 0.11% | 207 |
|
|
2018
Q2 | $1.86M | Sell |
11,419
-7,755
| -40% | -$1.27M | 0.08% | 262 |
|
|
2018
Q1 | $2.95M | Hold |
19,174
| – | – | 0.13% | 177 |
|
|
2017
Q4 | $2.95M | Buy |
19,174
+7,227
| +60% | +$1.11M | 0.13% | 176 |
|
|
2017
Q3 | $1.77M | Buy |
11,947
+2,701
| +29% | +$401K | 0.07% | 289 |
|
|
2017
Q2 | $1.29M | Buy |
9,246
+1,000
| +12% | +$140K | 0.05% | 363 |
|
|
2017
Q1 | $1.14M | Buy |
8,246
+1,858
| +29% | +$258K | 0.05% | 389 |
|
|
2016
Q4 | $894K | Buy |
6,388
+913
| +17% | +$128K | 0.04% | 414 |
|
|
2016
Q3 | $683K | Sell |
5,475
-80
| -1% | -$9.98K | 0.04% | 467 |
|
|
2016
Q2 | $649K | Buy |
5,555
+1,850
| +50% | +$216K | 0.04% | 461 |
|
|
2016
Q1 | $544K | Sell |
3,705
-1,830
| -33% | -$269K | 0.07% | 268 |
|
|
2015
Q4 | $599K | Buy |
+5,535
| New | +$599K | 0.04% | 442 |
|