LSPW
Lake Street Private Wealth’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 | $8.89M | Buy |
89,359
+737
| +0.8% | +$73.3K | 1.27% | 14 |
|
|
2025
Q1 | $8.64M | Buy |
88,622
+2,786
| +3% | +$272K | 1.41% | 11 |
|
|
2024
Q4 | $9.32M | Buy |
85,836
+25,558
| +42% | +$2.78M | 1.49% | 12 |
|
|
2024
Q3 | $6.49M | Buy |
60,278
+5,386
| +10% | +$580K | 1.04% | 20 |
|
|
2024
Q2 | $5.34M | Buy |
54,892
+2,047
| +4% | +$199K | 0.69% | 30 |
|
|
2024
Q1 | $5.43M | Buy |
+52,845
| New | +$5.43M | 0.75% | 30 |
|