Montag & Associates’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Montag & Associates’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$62.7K	Hold
2025 Q2	$56.4K	Hold
2025 Q1	$55.3K	Hold
2024 Q4	$61.6K	Hold
2024 Q3	$61K	Hold
2024 Q2	$55.2K	Buy
2023 Q1	–	Sell
2022 Q4	$3.1K	Buy