Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’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
2023
Q4
Sell
-615
Closed -$54.9K 253
2023
Q3
$54.9K Buy
+615
New +$54.9K 0.01% 173
2021
Q4
Sell
-18,166
Closed -$1.83M 44
2021
Q3
$1.83M Sell
18,166
-2,668
-13% -$269K 0.55% 27
2021
Q2
$2.2M Buy
+20,834
New +$2.2M 0.66% 25