Oak Harbor Wealth Partners’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
Q2 | $9.95K | Hold |
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2025
Q1 | $9.75K | Hold |
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|
2024
Q4 | $10.9K | Hold |
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|
2024
Q3 | $10.8K | Hold |
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|
2024
Q2 | $9.73K | Hold |
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|
2024
Q1 | $10.3K | Hold |
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|
2023
Q4 | $10.3K | Hold |
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|
2023
Q3 | $8.92K | Hold |
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|
2023
Q2 | $9.51K | Hold |
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|
2023
Q1 | $9.36K | Hold |
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|
2022
Q4 | $9.13K | Hold |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $22K | Buy |
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