KOC
Koss-Olinger Consulting’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 | $330K | Buy |
3,320
+564
| +20% | +$56.1K | 0.03% | 254 |
|
2025
Q1 | $269K | Buy |
+2,756
| New | +$269K | 0.02% | 263 |
|
2024
Q4 | – | Sell |
-2,632
| Closed | -$283K | – | 237 |
|
2024
Q3 | $283K | Buy |
2,632
+4
| +0.2% | +$430 | 0.02% | 233 |
|
2024
Q2 | $256K | Buy |
+2,628
| New | +$256K | 0.02% | 227 |
|
2024
Q1 | – | Sell |
-2,620
| Closed | -$270K | – | 167 |
|
2023
Q4 | $270K | Buy |
2,620
+63
| +2% | +$6.49K | 0.03% | 251 |
|
2023
Q3 | $228K | Buy |
2,557
+23
| +0.9% | +$2.05K | 0.03% | 240 |
|
2023
Q2 | $241K | Buy |
2,534
+4
| +0.2% | +$380 | 0.03% | 219 |
|
2023
Q1 | $237K | Buy |
2,530
+4
| +0.2% | +$375 | 0.03% | 210 |
|
2022
Q4 | $231K | Buy |
+2,526
| New | +$231K | 0.03% | 193 |
|