JF
JSF Financial’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
Q2 | $461K | Buy |
4,630
+975
| +27% | +$97K | 0.11% | 87 |
|
2025
Q1 | $356K | Sell |
3,655
-64
| -2% | -$6.24K | 0.09% | 94 |
|
2024
Q4 | $404K | Sell |
3,719
-95
| -2% | -$10.3K | 0.11% | 90 |
|
2024
Q3 | $411K | Buy |
3,814
+36
| +1% | +$3.88K | 0.12% | 81 |
|
2024
Q2 | $368K | Sell |
3,778
-36
| -0.9% | -$3.5K | 0.11% | 84 |
|
2024
Q1 | $392K | Sell |
3,814
-679
| -15% | -$69.8K | 0.12% | 78 |
|
2023
Q4 | $463K | Sell |
4,493
-83
| -2% | -$8.56K | 0.16% | 68 |
|
2023
Q3 | $408K | Sell |
4,576
-63,696
| -93% | -$5.68M | 0.16% | 73 |
|
2023
Q2 | $6.49M | Buy |
68,272
+2,031
| +3% | +$193K | 2.3% | 10 |
|
2023
Q1 | $6.2M | Buy |
66,241
+1,536
| +2% | +$144K | 2.32% | 11 |
|
2022
Q4 | $5.91M | Buy |
64,705
+3,140
| +5% | +$287K | 2.21% | 16 |
|
2022
Q3 | $5.08M | Buy |
61,565
+4,515
| +8% | +$372K | 1.93% | 17 |
|
2022
Q2 | $5.08M | Buy |
57,050
+9,789
| +21% | +$871K | 2.3% | 12 |
|
2022
Q1 | $4.84M | Buy |
+47,261
| New | +$4.84M | 2.06% | 11 |
|
2020
Q1 | – | Sell |
-1,279
| Closed | -$206K | – | 65 |
|
2019
Q4 | $206K | Buy |
+1,279
| New | +$206K | 0.2% | 62 |
|