Integer Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.06M | Buy |
20,341
+3,888
| +24% | +$394K | 1.12% | 28 |
|
|
2020
Q4 | $1.43M | Buy |
16,453
+6,945
| +73% | +$603K | 0.94% | 29 |
|
|
2020
Q3 | $582K | Buy |
9,508
+1,832
| +24% | +$112K | 0.53% | 37 |
|
|
2020
Q2 | $438K | Buy |
7,676
+374
| +5% | +$21.3K | 0.45% | 35 |
|
|
2020
Q1 | $410K | Sell |
7,302
-1,458
| -17% | -$81.9K | 0.47% | 37 |
|
|
2019
Q4 | $673K | Buy |
+8,760
| New | +$673K | 0.67% | 34 |
|