Laurel Wealth Advisors (North Carolina)’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $115K | Hold |
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|
2024
Q4 | $129K | Hold |
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|
2024
Q3 | $128K | Hold |
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|
2024
Q2 | $115K | Sell |
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|
2024
Q1 | $141K | Hold |
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|
2023
Q4 | $142K | Hold |
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|
2023
Q3 | $123K | Hold |
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|
2023
Q2 | $131K | Hold |
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|
2023
Q1 | $129K | Buy |
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|
2022
Q4 | $108K | Hold |
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|
2022
Q3 | $98K | Hold |
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|
2022
Q2 | $105K | Hold |
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|
2022
Q1 | $121K | Hold |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $119K | Hold |
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|
2021
Q2 | $125K | Hold |
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|
2021
Q1 | $119K | Buy |
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|
2020
Q4 | $87K | Buy |
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|
2020
Q3 | $65K | Buy |
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|
2020
Q2 | $64K | Buy |
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|
2020
Q1 | $53K | Sell |
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|
2019
Q4 | $140K | Hold |
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|
2019
Q3 | $130K | Sell |
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|
2019
Q2 | $238K | Buy |
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|
2019
Q1 | $182K | Hold |
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|
2018
Q4 | $162K | Buy |
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