Montag & Associates’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.4K | Hold |
567
| – | – | ﹤0.01% | 560 |
|
|
2025
Q1 | $55.3K | Hold |
567
| – | – | ﹤0.01% | 595 |
|
|
2024
Q4 | $61.6K | Hold |
567
| – | – | ﹤0.01% | 571 |
|
|
2024
Q3 | $61K | Hold |
567
| – | – | ﹤0.01% | 574 |
|
|
2024
Q2 | $55.2K | Buy |
+567
| New | +$55.2K | ﹤0.01% | 576 |
|
|
2023
Q1 | – | Sell |
-34
| Closed | -$3.11K | – | 937 |
|
|
2022
Q4 | $3.11K | Buy |
+34
| New | +$3.11K | ﹤0.01% | 852 |
|