Milestone Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,294
| Closed | -$901K | – | 224 |
|
|
2024
Q4 | $901K | Sell |
8,294
-776
| -9% | -$84.3K | 0.2% | 113 |
|
|
2024
Q3 | $976K | Buy |
9,070
+5,847
| +181% | +$629K | 0.22% | 93 |
|
|
2024
Q2 | $314K | Sell |
3,223
-20,258
| -86% | -$1.97M | 0.08% | 163 |
|
|
2024
Q1 | $2.41M | Buy |
+23,481
| New | +$2.41M | 0.69% | 37 |
|