IA
Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.81M | Sell |
47,444
-306
| -0.6% | -$37.5K | 1.25% | 17 |
|
|
2020
Q2 | $5.75M | Buy |
47,750
+5,768
| +14% | +$694K | 1.32% | 16 |
|
|
2020
Q1 | $4.2M | Buy |
41,982
+31,552
| +303% | +$3.15M | 1.16% | 15 |
|
|
2019
Q4 | $1.68M | Sell |
10,430
-5,655
| -35% | -$909K | 0.41% | 29 |
|
|
2019
Q3 | $2.42M | Buy |
16,085
+319
| +2% | +$47.9K | 0.59% | 22 |
|
|
2019
Q2 | $2.34M | Hold |
15,766
| – | – | 0.6% | 21 |
|
|
2019
Q1 | $2.33M | Buy |
15,766
+749
| +5% | +$111K | 0.65% | 21 |
|
|
2018
Q4 | $1.98M | Buy |
15,017
+5,028
| +50% | +$663K | 0.66% | 22 |
|
|
2018
Q3 | $1.67M | Sell |
9,989
-60
| -0.6% | -$10K | 0.5% | 25 |
|
|
2018
Q2 | $1.64M | Sell |
10,049
-1,259
| -11% | -$206K | 0.52% | 24 |
|
|
2018
Q1 | $1.71M | Buy |
11,308
+6,881
| +155% | +$1.04M | 0.56% | 23 |
|
|
2017
Q4 | $680K | Sell |
4,427
-720
| -14% | -$111K | 0.23% | 38 |
|
|
2017
Q3 | $763K | Sell |
5,147
-19
| -0.4% | -$2.82K | 0.3% | 28 |
|
|
2017
Q2 | $722K | Sell |
5,166
-436
| -8% | -$60.9K | 0.29% | 32 |
|
|
2017
Q1 | $777K | Hold |
5,602
| – | – | 0.33% | 29 |
|
|
2016
Q4 | $784K | Hold |
5,602
| – | – | 0.35% | 30 |
|
|
2016
Q3 | $699K | Sell |
5,602
-267
| -5% | -$33.3K | 0.33% | 32 |
|
|
2016
Q2 | $686K | Buy |
+5,869
| New | +$686K | 0.36% | 25 |
|