Leo Wealth LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
5,475
+45
| +0.8% | +$4.48K | 0.04% | 220 |
|
|
2025
Q1 | $529K | Buy |
5,430
+13
| +0.2% | +$1.27K | 0.08% | 170 |
|
|
2024
Q4 | $588K | Buy |
5,417
+19
| +0.4% | +$2.06K | 0.05% | 213 |
|
|
2024
Q3 | $581K | Buy |
5,398
+220
| +4% | +$23.7K | 0.05% | 209 |
|
|
2024
Q2 | $504K | Buy |
5,178
+18
| +0.3% | +$1.75K | 0.05% | 219 |
|
|
2024
Q1 | $530K | Sell |
5,160
-58
| -1% | -$5.96K | 0.05% | 206 |
|
|
2023
Q4 | $538K | Buy |
+5,218
| New | +$538K | 0.06% | 197 |
|