IWA
Inspirion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Hold |
2,526
| – | – | 0.03% | 137 |
|
|
2025
Q1 | $246K | Hold |
2,526
| – | – | 0.03% | 135 |
|
|
2024
Q4 | $273K | Hold |
2,526
| – | – | 0.04% | 124 |
|
|
2024
Q3 | $272K | Hold |
2,526
| – | – | 0.04% | 126 |
|
|
2024
Q2 | $246K | Hold |
2,526
| – | – | 0.04% | 132 |
|
|
2024
Q1 | $260K | Hold |
2,526
| – | – | 0.04% | 124 |
|
|
2023
Q4 | $260K | Hold |
2,526
| – | – | 0.05% | 120 |
|
|
2023
Q3 | $225K | Hold |
2,526
| – | – | 0.04% | 129 |
|
|
2023
Q2 | $240K | Buy |
2,526
+1
| +0% | +$95 | 0.05% | 126 |
|
|
2023
Q1 | $236K | Hold |
2,525
| – | – | 0.05% | 123 |
|
|
2022
Q4 | $231K | Sell |
2,525
-20
| -0.8% | -$1.83K | 0.05% | 114 |
|
|
2022
Q3 | $210K | Sell |
2,545
-1,670
| -40% | -$138K | 0.05% | 112 |
|
|
2022
Q2 | $375K | Buy |
+4,215
| New | +$375K | 0.08% | 87 |
|