Mutual Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Mutual Advisors’s Portfolio IJS Stock Details IJS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$482K	Sell	4,628 -1,388	-23%	-$144K	0.01%	793
2025 Q1	$550K	Sell	6,016 -44,609	-88%	-$4.08M	0.02%	676
2024 Q4	$5.57M	Buy	50,625 +16,760	+49%	+$1.84M	0.16%	120
2024 Q3	$3.6M	Buy	33,865 +24,768	+272%	+$2.63M	0.11%	177
2024 Q2	$977K	Sell	9,097 -27,631	-75%	-$2.97M	0.03%	493
2024 Q1	$3.77M	Sell	36,728 -829	-2%	-$85.2K	0.12%	160
2023 Q4	$3.87M	Buy	37,557 +26,033	+226%	+$2.68M	0.13%	158
2023 Q3	$1.03M	Sell	11,524 -748	-6%	-$66.7K	0.04%	414
2023 Q2	$1.17M	Sell	12,272 -2,920	-19%	-$278K	0.04%	386
2023 Q1	$1.42M	Sell	15,192 -719	-5%	-$67.3K	0.06%	331
2022 Q4	$1.45M	Sell	15,911 -1,316	-8%	-$120K	0.07%	315
2022 Q3	$1.42M	Sell	17,227 -14,211	-45%	-$1.17M	0.07%	274
2022 Q2	$2.8M	Buy	31,438 +15,445	+97%	+$1.38M	0.19%	129
2022 Q1	$1.64M	Sell	15,993 -1,642	-9%	-$168K	0.09%	247
2021 Q4	$1.84M	Sell	17,635 -51,976	-75%	-$5.43M	0.1%	246
2021 Q3	$7.01M	Sell	69,611 -19,479	-22%	-$1.96M	0.41%	45
2021 Q2	$9.39M	Buy	89,090 +2,785	+3%	+$294K	0.56%	28
2021 Q1	$8.69M	Buy	86,305 +61,081	+242%	+$6.15M	0.59%	25
2020 Q4	$2.05M	Buy	25,224 +10,596	+72%	+$862K	0.15%	160
2020 Q3	$1.79M	Buy	14,628 +576	+4%	+$70.5K	0.16%	155
2020 Q2	$1.69M	Sell	14,052 -920	-6%	-$111K	0.17%	146
2020 Q1	$1.5M	Buy	14,972 +590	+4%	+$59K	0.2%	130
2019 Q4	$2.31M	Buy	14,382 +1,108	+8%	+$178K	0.25%	101
2019 Q3	$1.99M	Buy	13,274 +823	+7%	+$124K	0.26%	93
2019 Q2	$1.85M	Buy	12,451 +792	+7%	+$118K	0.24%	98
2019 Q1	$1.72M	Buy	11,659 +1,295	+12%	+$191K	0.25%	92
2018 Q4	$1.37M	Sell	10,364 -8,672	-46%	-$1.14M	0.27%	90
2018 Q3	$3.18M	Buy	19,036 +4,247	+29%	+$709K	0.48%	37
2018 Q2	$2.42M	Buy	14,789 +1,312	+10%	+$214K	0.55%	33
2018 Q1	$2.03M	Buy	13,477 +9,704	+257%	+$1.46M	0.52%	37
2017 Q4	$579K	Buy	+3,773	New	+$579K	0.22%	135