JIC
Joel Isaacson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,016
| Closed | -$1M | – | 237 |
|
|
2018
Q3 | $1M | Hold |
6,016
| – | – | 0.16% | 66 |
|
|
2018
Q2 | $982K | Buy |
6,016
+1,016
| +20% | +$166K | 0.16% | 63 |
|
|
2018
Q1 | $754K | Buy |
5,000
+1,000
| +25% | +$151K | 0.13% | 83 |
|
|
2017
Q4 | $614K | Buy |
4,000
+2,000
| +100% | +$307K | 0.11% | 98 |
|
|
2017
Q3 | $297K | Hold |
2,000
| – | – | 0.05% | 149 |
|
|
2017
Q2 | $280K | Buy |
2,000
+500
| +33% | +$70K | 0.05% | 150 |
|
|
2017
Q1 | $208K | Hold |
1,500
| – | – | 0.04% | 163 |
|
|
2016
Q4 | $210K | Buy |
+1,500
| New | +$210K | 0.04% | 149 |
|