Independent Family Office’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1M	Hold	10,080	–	–	0.46%	39
2025 Q1	$983K	Hold	10,080	–	–	0.52%	36
2024 Q4	$1.09M	Hold	10,080	–	–	0.57%	33
2024 Q3	$1.09M	Hold	10,080	–	–	0.54%	36
2024 Q2	$980K	Hold	10,080	–	–	0.56%	32
2024 Q1	$1.04M	Hold	10,080	–	–	0.56%	33
2023 Q4	$1.04M	Hold	10,080	–	–	0.59%	32
2023 Q3	$899K	Hold	10,080	–	–	0.56%	32
2023 Q2	$959K	Hold	10,080	–	–	0.58%	32
2023 Q1	$943K	Hold	10,080	–	–	0.54%	33
2022 Q4	$920K	Hold	10,080	–	–	0.55%	34
2022 Q3	$831K	Sell	10,080 -559	-5%	-$46.1K	0.41%	35
2022 Q2	$897	Buy	10,639 +559	+6%	+$47	0.44%	32
2022 Q1	$1.03M	Hold	10,080	–	–	0.34%	31
2021 Q4	$1.05M	Buy	+10,080	New	+$1.05M	0.4%	24
2021 Q3	–	Sell	-10,080	Closed	-$1.06M	–	56
2021 Q2	$1.06M	Hold	10,080	–	–	0.41%	20
2021 Q1	$1.02M	Hold	10,080	–	–	0.4%	22
2020 Q4	$820K	Hold	10,080	–	–	0.34%	29
2020 Q3	$617K	Hold	10,080	–	–	0.29%	31
2020 Q2	$607K	Hold	10,080	–	–	0.31%	29
2020 Q1	$504K	Hold	10,080	–	–	0.31%	30
2019 Q4	$810K	Buy	+10,080	New	+$810K	0.51%	24