Mosaic Family Wealth Partners’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
$616K Buy
2025
Q1
Sell
2024
Q4
$215K Sell
2024
Q3
$214K Buy
2024
Q2
Sell
2024
Q1
$207K Sell
2023
Q4
$210K Buy