Kovitz Investment Group Partners’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 | $13.6M | Sell |
136,544
-62,040
| -31% | -$6.17M | 0.06% | 254 |
|
|
2025
Q1 | $19.4M | Sell |
198,584
-56
| -0% | -$5.46K | 0.1% | 176 |
|
|
2024
Q4 | $21.6M | Buy |
198,640
+1,763
| +0.9% | +$191K | 0.11% | 166 |
|
|
2024
Q3 | $15.6M | Buy |
196,877
+141,192
| +254% | +$11.2M | 0.11% | 166 |
|
|
2024
Q2 | $5.42M | Buy |
55,685
+52,577
| +1,692% | +$5.11M | 0.05% | 273 |
|
|
2024
Q1 | $319K | Buy |
3,108
+550
| +22% | +$56.5K | ﹤0.01% | 572 |
|
|
2023
Q4 | $264K | Buy |
+2,558
| New | +$264K | ﹤0.01% | 373 |
|
|
2023
Q3 | – | Sell |
-4,250
| Closed | -$404K | – | 400 |
|
|
2023
Q2 | $404K | Buy |
4,250
+15
| +0.4% | +$1.43K | 0.01% | 353 |
|
|
2023
Q1 | $396K | Buy |
+4,235
| New | +$396K | 0.01% | 354 |
|