LWM
LJI Wealth Management’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 | $454K | Buy |
4,567
+411
| +10% | +$40.9K | 0.08% | 102 |
|
|
2025
Q1 | $405K | Sell |
4,156
-46
| -1% | -$4.48K | 0.08% | 102 |
|
|
2024
Q4 | $456K | Sell |
4,202
-2,386
| -36% | -$259K | 0.09% | 97 |
|
|
2024
Q3 | $709K | Sell |
6,588
-169
| -3% | -$18.2K | 0.14% | 73 |
|
|
2024
Q2 | $657K | Buy |
6,757
+2
| +0% | +$195 | 0.15% | 73 |
|
|
2024
Q1 | $694K | Buy |
6,755
+2
| +0% | +$206 | 0.18% | 59 |
|
|
2023
Q4 | $696K | Buy |
6,753
+4
| +0.1% | +$412 | 0.18% | 66 |
|
|
2023
Q3 | $602K | Sell |
6,749
-605
| -8% | -$54K | 0.17% | 69 |
|
|
2023
Q2 | $699K | Buy |
7,354
+57
| +0.8% | +$5.42K | 0.2% | 55 |
|
|
2023
Q1 | $683K | Sell |
7,297
-142
| -2% | -$13.3K | 0.22% | 51 |
|
|
2022
Q4 | $679K | Buy |
+7,439
| New | +$679K | 0.24% | 47 |
|