Novak & Powell Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Sell |
6,912
-23
| -0.3% | -$2.29K | 0.48% | 47 |
|
|
2025
Q1 | $676K | Sell |
6,935
-1,184
| -15% | -$115K | 0.42% | 55 |
|
|
2024
Q4 | $882K | Sell |
8,119
-10,813
| -57% | -$1.17M | 0.53% | 44 |
|
|
2024
Q3 | $2.04M | Buy |
18,932
+6
| +0% | +$646 | 1.18% | 19 |
|
|
2024
Q2 | $1.84M | Buy |
18,926
+10,794
| +133% | +$1.05M | 1.14% | 20 |
|
|
2024
Q1 | $836K | Sell |
8,132
-10,488
| -56% | -$1.08M | 0.63% | 41 |
|
|
2023
Q4 | $1.92M | Buy |
+18,620
| New | +$1.92M | 1.28% | 18 |
|