Newton One Investments’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 | $677K | Buy |
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|
2025
Q2 | $606K | Buy |
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|
2025
Q1 | $591K | Buy |
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|
2024
Q4 | $656K | Buy |
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|
2024
Q3 | $647K | Buy |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $612K | Buy |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $525K | Hold |
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|
2023
Q2 | $559K | Buy |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $533K | Hold |
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|
2022
Q3 | $481K | Hold |
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|
2022
Q2 | $520K | Hold |
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|
2022
Q1 | $598K | Hold |
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|
2021
Q4 | $610K | Hold |
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|
2021
Q3 | $588K | Hold |
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|
2021
Q2 | $615K | Buy |
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