Moneta Group Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
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|
2025
Q1 | $14.5M | Buy |
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|
2024
Q4 | $15M | Sell |
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|
2024
Q3 | $16.1M | Sell |
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|
2024
Q2 | $15.1M | Buy |
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|
2024
Q1 | $15.8M | Buy |
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|
2023
Q4 | $10.9M | Sell |
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|
2023
Q3 | $9.93M | Buy |
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|
2023
Q2 | $9.52M | Buy |
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|
2023
Q1 | $8.72M | Buy |
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|
2022
Q4 | $7.59M | Sell |
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|
2022
Q3 | $6.47M | Buy |
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|
2022
Q2 | $6.49M | Buy |
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|
2022
Q1 | $2.55M | Buy |
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|
2021
Q4 | $2.09M | Buy |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $1.46M | Sell |
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|
2021
Q1 | $1.75M | Buy |
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|
2020
Q4 | $771K | Sell |
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|
2020
Q3 | $462K | Buy |
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|
2020
Q2 | $454K | Sell |
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|
2020
Q1 | $423K | Buy |
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|
2019
Q4 | $476K | Sell |
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|
2019
Q3 | $575K | Buy |
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|
2019
Q2 | $419K | Buy |
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|
2019
Q1 | $397K | Buy |
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|
2018
Q4 | $312K | Sell |
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|
2018
Q3 | $406K | Buy |
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|
2018
Q2 | $397K | Buy |
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|
2018
Q1 | $357K | Hold |
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|
2017
Q4 | $363K | Hold |
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|
2017
Q3 | $351K | Hold |
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|
2017
Q2 | $331K | Hold |
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|
2017
Q1 | $328K | Hold |
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|
2016
Q4 | $331K | Hold |
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|
2016
Q3 | $295K | Hold |
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|
2016
Q2 | $276K | Hold |
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|
2016
Q1 | $268K | Hold |
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|
2015
Q4 | $256K | Hold |
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|
2015
Q3 | $248K | Hold |
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|
2015
Q2 | $279K | Buy |
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|
2015
Q1 | $262K | Buy |
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|
2014
Q4 | $246K | Hold |
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|
2014
Q3 | $224K | Buy |
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|
2014
Q2 | $229K | Buy |
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|
2014
Q1 | $213K | Hold |
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|
2013
Q4 | $209K | Buy |
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