Joseph P. Lucia & Associates’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
Q4 | $205K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $179K | Hold |
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|
2022
Q1 | $206K | Hold |
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|
2021
Q4 | $210K | Hold |
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|
2021
Q3 | $203K | Hold |
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|
2021
Q2 | $212K | Hold |
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|
2021
Q1 | $203K | Hold |
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|
2020
Q4 | $164K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $121K | Hold |
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|
2020
Q1 | $101K | Sell |
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|
2019
Q4 | $166K | Buy |
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|
2019
Q3 | $130K | Buy |
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|
2019
Q2 | $114K | Sell |
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|
2019
Q1 | $813 | Buy |
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