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
2023
Q3
$332K Buy
2023
Q2
$351K Buy
2023
Q1
$338K Sell
2022
Q4
$357K Sell
2022
Q3
$325K Buy
2022
Q2
$342K Sell
2022
Q1
$422K Sell
2021
Q4
$441K Buy
2021
Q3
$424K Buy
2021
Q2
$437K Buy
2021
Q1
$324K Sell
2020
Q4
$415K Sell
2020
Q3
$320K Sell
2020
Q2
$318K Sell
2020
Q1
$432K Sell
2019
Q4
$899K Buy