IWM
IHT Wealth Management’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 | $1.63M | Buy |
16,344
+6,324
| +63% | +$629K | 0.04% | 361 |
|
|
2025
Q1 | $977K | Sell |
10,020
-3,808
| -28% | -$371K | 0.03% | 482 |
|
|
2024
Q4 | $1.5M | Sell |
13,828
-17,666
| -56% | -$1.92M | 0.05% | 337 |
|
|
2024
Q3 | $3.36M | Buy |
31,494
+15,528
| +97% | +$1.66M | 0.1% | 218 |
|
|
2024
Q2 | $1.55M | Sell |
15,966
-2,017
| -11% | -$196K | 0.06% | 323 |
|
|
2024
Q1 | $1.85M | Buy |
17,983
+522
| +3% | +$53.6K | 0.07% | 265 |
|
|
2023
Q4 | $1.8M | Buy |
17,461
+2,603
| +18% | +$268K | 0.08% | 240 |
|
|
2023
Q3 | $1.33M | Sell |
14,858
-123
| -0.8% | -$11K | 0.07% | 282 |
|
|
2023
Q2 | $1.42M | Buy |
14,981
+5
| +0% | +$475 | 0.07% | 256 |
|
|
2023
Q1 | $1.4M | Buy |
14,976
+1,240
| +9% | +$116K | 0.08% | 236 |
|
|
2022
Q4 | $1.25M | Buy |
13,736
+1,106
| +9% | +$101K | 0.08% | 254 |
|
|
2022
Q3 | $1.04M | Buy |
+12,630
| New | +$1.04M | 0.08% | 271 |
|
|
2021
Q3 | – | Sell |
-4,169
| Closed | -$439K | – | 886 |
|
|
2021
Q2 | $439K | Sell |
4,169
-736
| -15% | -$77.5K | 0.03% | 569 |
|
|
2021
Q1 | $494K | Buy |
4,905
+239
| +5% | +$24.1K | 0.04% | 463 |
|
|
2020
Q4 | $379K | Buy |
4,666
+2,508
| +116% | +$28.4K | 0.03% | 496 |
|
|
2020
Q3 | $264K | Buy |
+2,158
| New | +$264K | 0.03% | 517 |
|
|
2020
Q1 | – | Sell |
-1,611
| Closed | -$259K | – | 603 |
|
|
2019
Q4 | $259K | Sell |
1,611
-49
| -3% | -$7.88K | 0.03% | 490 |
|
|
2019
Q3 | $249K | Sell |
1,660
-199
| -11% | -$29.9K | 0.03% | 472 |
|
|
2019
Q2 | $276K | Sell |
1,859
-197
| -10% | -$29.2K | 0.04% | 416 |
|
|
2019
Q1 | $303K | Sell |
2,056
-383
| -16% | -$56.4K | 0.05% | 357 |
|
|
2018
Q4 | $322K | Buy |
2,439
+118
| +5% | +$15.6K | 0.06% | 316 |
|
|
2018
Q3 | $387K | Buy |
2,321
+390
| +20% | +$65K | 0.08% | 271 |
|
|
2018
Q2 | $315K | Sell |
1,931
-5,339
| -73% | -$871K | 0.08% | 292 |
|
|
2018
Q1 | $1.07M | Buy |
7,270
+387
| +6% | +$57K | 0.29% | 82 |
|
|
2017
Q4 | $1.08M | Buy |
6,883
+6,333
| +1,151% | +$989K | 0.28% | 93 |
|
|
2017
Q3 | $82K | Hold |
550
| – | – | 0.03% | 393 |
|
|
2017
Q2 | $68 | Buy |
+550
| New | +$68 | 0.03% | 432 |
|