LCM
LVM Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,901
| Closed | -$219K | – | 123 |
|
|
2016
Q3 | $219K | Buy |
+1,901
| New | +$219K | 0.07% | 100 |
|
|
2015
Q1 | – | Sell |
-1,761
| Closed | -$208K | – | 113 |
|
|
2014
Q4 | $208K | Sell |
1,761
-140
| -7% | -$16.5K | 0.07% | 110 |
|
|
2014
Q3 | $204K | Hold |
1,901
| – | – | 0.07% | 108 |
|
|
2014
Q2 | $219K | Sell |
1,901
-192
| -9% | -$22.1K | 0.07% | 100 |
|
|
2014
Q1 | $237K | Sell |
2,093
-100
| -5% | -$11.3K | 0.08% | 98 |
|
|
2013
Q4 | $244K | Hold |
2,193
| – | – | 0.09% | 100 |
|
|
2013
Q3 | $224K | Sell |
2,193
-177
| -7% | -$18.1K | 0.08% | 100 |
|
|
2013
Q2 | $221K | Buy |
+2,370
| New | +$221K | 0.09% | 108 |
|