MBI
May Barnhard Investments’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 | $7.62M | Sell |
76,613
-342
| -0.4% | -$34K | 3.56% | 6 |
|
2025
Q1 | $7.5M | Sell |
76,955
-2,537
| -3% | -$247K | 3.74% | 5 |
|
2024
Q4 | $8.63M | Sell |
79,492
-450
| -0.6% | -$48.9K | 4.11% | 5 |
|
2024
Q3 | $8.61M | Sell |
79,942
-4,174
| -5% | -$449K | 4.2% | 5 |
|
2024
Q2 | $8.18M | Sell |
84,116
-7,632
| -8% | -$742K | 4.22% | 5 |
|
2024
Q1 | $9.43M | Sell |
91,748
-8,803
| -9% | -$905K | 4.72% | 4 |
|
2023
Q4 | $10.4M | Buy |
+100,551
| New | +$10.4M | 5.33% | 4 |
|