LWS Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | $332K | Buy |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $342K | Sell |
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|
2022
Q1 | $422K | Sell |
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|
2021
Q4 | $441K | Buy |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $437K | Buy |
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|
2021
Q1 | $324K | Sell |
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|
2020
Q4 | $415K | Sell |
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|
2020
Q3 | $320K | Sell |
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|
2020
Q2 | $318K | Sell |
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|
2020
Q1 | $432K | Sell |
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|
2019
Q4 | $899K | Buy |
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