NEWAS
N.E.W. Advisory Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.7K | Hold |
972
| – | – | 0.01% | 243 |
|
|
2025
Q1 | $94.8K | Buy |
+972
| New | +$94.8K | 0.01% | 285 |
|
|
2022
Q2 | – | Sell |
-2,010
| Closed | -$203K | – | 142 |
|
|
2022
Q1 | $203K | Buy |
+2,010
| New | +$203K | 0.04% | 122 |
|
|
2021
Q2 | – | Sell |
-2,010
| Closed | -$205K | – | 138 |
|
|
2021
Q1 | $205K | Sell |
2,010
-1,310
| -39% | -$134K | 0.04% | 123 |
|
|
2020
Q4 | $269K | Buy |
+3,320
| New | +$269K | 0.06% | 113 |
|