OHWP
Oak Harbor Wealth Partners’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 | $9.95K | Hold |
100
| – | – | ﹤0.01% | 230 |
|
|
2025
Q1 | $9.75K | Hold |
100
| – | – | ﹤0.01% | 238 |
|
|
2024
Q4 | $10.9K | Hold |
100
| – | – | ﹤0.01% | 215 |
|
|
2024
Q3 | $10.8K | Hold |
100
| – | – | ﹤0.01% | 207 |
|
|
2024
Q2 | $9.73K | Hold |
100
| – | – | ﹤0.01% | 209 |
|
|
2024
Q1 | $10.3K | Hold |
100
| – | – | ﹤0.01% | 213 |
|
|
2023
Q4 | $10.3K | Hold |
100
| – | – | ﹤0.01% | 212 |
|
|
2023
Q3 | $8.92K | Hold |
100
| – | – | ﹤0.01% | 211 |
|
|
2023
Q2 | $9.51K | Hold |
100
| – | – | ﹤0.01% | 222 |
|
|
2023
Q1 | $9.36K | Hold |
100
| – | – | ﹤0.01% | 213 |
|
|
2022
Q4 | $9.13K | Hold |
100
| – | – | ﹤0.01% | 206 |
|
|
2022
Q3 | $8K | Sell |
100
-108
| -52% | -$8.64K | ﹤0.01% | 199 |
|
|
2022
Q2 | $19K | Hold |
208
| – | – | 0.01% | 191 |
|
|
2022
Q1 | $21K | Hold |
208
| – | – | 0.01% | 203 |
|
|
2021
Q4 | $22K | Buy |
+208
| New | +$22K | 0.01% | 209 |
|