Mosaic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $322K | Sell |
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|
2021
Q2 | $339K | Sell |
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|
2021
Q1 | $371K | Sell |
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|
2020
Q4 | $324K | Hold |
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|
2020
Q3 | $244K | Buy |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $286K | Sell |
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|
2019
Q3 | $270K | Sell |
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|
2019
Q2 | $269K | Sell |
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|
2019
Q1 | $272K | Sell |
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|
2018
Q4 | $268K | Buy |
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|
2018
Q3 | $272K | Buy |
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|
2018
Q2 | $280K | Hold |
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|
2018
Q1 | $259K | Sell |
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|
2017
Q4 | $267K | Buy |
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|
2017
Q3 | $253K | Buy |
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|
2017
Q2 | $217K | Sell |
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|
2017
Q1 | $241K | Sell |
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|
2016
Q4 | $262K | Sell |
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|
2016
Q3 | $244K | Sell |
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|
2016
Q2 | $239K | Sell |
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|
2016
Q1 | $243K | Sell |
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|
2015
Q4 | $781K | Buy |
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