Morton Brown Family Wealth’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
Q3 | $255K | Hold |
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|
2025
Q2 | $229K | Hold |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $248K | Sell |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $503K | Sell |
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|
2023
Q1 | $926K | Buy |
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|
2022
Q4 | $898K | Buy |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $17K | Buy |
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