JWM
Jeppson Wealth Management’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
Q1 | – | Sell |
-2,000
| Closed | -$217K | – | 212 |
|
|
2024
Q4 | $217K | Hold |
2,000
| – | – | 0.08% | 185 |
|
|
2024
Q3 | $215K | Buy |
+2,000
| New | +$215K | 0.08% | 190 |
|
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$206K | – | 209 |
|
|
2024
Q1 | $206K | Hold |
2,000
| – | – | 0.08% | 194 |
|
|
2023
Q4 | $206K | Buy |
+2,000
| New | +$206K | 0.09% | 194 |
|
|
2022
Q3 | – | Sell |
-2,500
| Closed | -$223K | – | 202 |
|
|
2022
Q2 | $223K | Hold |
2,500
| – | – | 0.1% | 165 |
|
|
2022
Q1 | $255K | Hold |
2,500
| – | – | 0.12% | 143 |
|
|
2021
Q4 | $261K | Hold |
2,500
| – | – | 0.13% | 135 |
|
|
2021
Q3 | $251K | Hold |
2,500
| – | – | 0.13% | 128 |
|
|
2021
Q2 | $263K | Hold |
2,500
| – | – | 0.14% | 124 |
|
|
2021
Q1 | $251K | Hold |
2,500
| – | – | 0.15% | 122 |
|
|
2020
Q4 | $203K | Buy |
2,500
+1,500
| +150% | +$122K | 0.14% | 131 |
|
|
2020
Q3 | $122K | Buy |
+1,000
| New | +$122K | 0.1% | 156 |
|