Morris Financial Concepts’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 | $943K | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $1.68M | Buy |
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