KMG Fiduciary Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
4,322
+1
| +0% | +$100 | 0.03% | 234 |
|
|
2025
Q1 | $421K | Buy |
4,321
+1
| +0% | +$97 | 0.04% | 231 |
|
|
2024
Q4 | $469K | Buy |
4,320
+348
| +9% | +$37.8K | 0.04% | 219 |
|
|
2024
Q3 | $428K | Hold |
3,972
| – | – | 0.04% | 220 |
|
|
2024
Q2 | $386K | Hold |
3,972
| – | – | 0.04% | 198 |
|
|
2024
Q1 | $408K | Hold |
3,972
| – | – | 0.04% | 186 |
|
|
2023
Q4 | $409K | Hold |
3,972
| – | – | 0.05% | 185 |
|
|
2023
Q3 | $354K | Hold |
3,972
| – | – | 0.05% | 186 |
|
|
2023
Q2 | $378K | Buy |
+3,972
| New | +$378K | 0.05% | 188 |
|