Jeppson Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $221K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $215K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $206K | Hold |
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|
2023
Q4 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $261K | Hold |
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|
2021
Q3 | $251K | Hold |
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|
2021
Q2 | $263K | Hold |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $203K | Buy |
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|
2020
Q3 | $122K | Buy |
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