LPP
Life Planning 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 | $258K | Hold |
2,596
| – | – | 0.21% | 61 |
|
|
2025
Q1 | $253K | Hold |
2,596
| – | – | 0.23% | 54 |
|
|
2024
Q4 | $282K | Hold |
2,596
| – | – | 0.26% | 49 |
|
|
2024
Q3 | $279K | Sell |
2,596
-545
| -17% | -$58.7K | 0.25% | 51 |
|
|
2024
Q2 | $306K | Sell |
3,141
-10
| -0.3% | -$973 | 0.28% | 49 |
|
|
2024
Q1 | $324K | Hold |
3,151
| – | – | 0.32% | 50 |
|
|
2023
Q4 | $325K | Buy |
+3,151
| New | +$325K | 0.32% | 50 |
|
|
2022
Q3 | $344K | Buy |
4,168
+3,181
| +322% | +$262K | 0.39% | 39 |
|
|
2022
Q2 | $88K | Hold |
987
| – | – | 0.1% | 68 |
|
|
2022
Q1 | $101K | Hold |
987
| – | – | 0.1% | 62 |
|
|
2021
Q4 | $103K | Buy |
+987
| New | +$103K | 0.1% | 60 |
|