McKinley Carter Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
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|
2025
Q1 | $2.55M | Sell |
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|
2024
Q4 | $3.02M | Sell |
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|
2024
Q3 | $3.24M | Sell |
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|
2024
Q2 | $3.03M | Sell |
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|
2024
Q1 | $3.44M | Sell |
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|
2023
Q4 | $3.59M | Buy |
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|
2023
Q3 | $3.09M | Sell |
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|
2023
Q2 | $3.34M | Sell |
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|
2023
Q1 | $3.41M | Sell |
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|
2022
Q4 | $3.56M | Buy |
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|
2022
Q3 | $3.2M | Sell |
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|
2022
Q2 | $3.73M | Sell |
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|
2022
Q1 | $4.7M | Sell |
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|
2021
Q4 | $5.69M | Sell |
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|
2021
Q3 | $6.72M | Sell |
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|
2021
Q2 | $7.62M | Sell |
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|
2021
Q1 | $7.99M | Sell |
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|
2020
Q4 | $6.81M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Hold |
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|
2019
Q3 | $200K | Sell |
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|
2019
Q2 | $616K | Sell |
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|
2019
Q1 | $705K | Hold |
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|
2018
Q4 | $630K | Sell |
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|
2018
Q3 | $815K | Buy |
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|
2018
Q2 | $795K | Buy |
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|
2018
Q1 | $600K | Buy |
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|
2017
Q4 | $412K | Buy |
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|
2017
Q3 | $352K | Buy |
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|
2017
Q2 | $332K | Buy |
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