Occidental Asset Management’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 | $6.05M | Buy |
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|
2025
Q1 | $5.15M | Hold |
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|
2024
Q4 | $5.74M | Sell |
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|
2024
Q3 | $5.77M | Sell |
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|
2024
Q2 | $5.25M | Buy |
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|
2024
Q1 | $4.99M | Buy |
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|
2023
Q4 | $4.87M | Buy |
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|
2023
Q3 | $4.12M | Buy |
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|
2023
Q2 | $2.41M | Buy |
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|
2023
Q1 | $2.03M | Buy |
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|
2022
Q4 | $1.98M | Sell |
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|
2022
Q3 | $1.81M | Buy |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $1.92M | Buy |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.65M | Buy |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $2.7M | Buy |
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|
2019
Q3 | $2.45M | Buy |
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|
2019
Q2 | $2.29M | Sell |
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|
2019
Q1 | $2.4M | Buy |
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|
2018
Q4 | $2.05M | Sell |
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|
2018
Q3 | $2.62M | Sell |
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|
2018
Q2 | $3.64M | Sell |
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|
2018
Q1 | $3.42M | Sell |
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|
2017
Q4 | $3.55M | Buy |
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|
2017
Q3 | $3.37M | Sell |
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|
2017
Q2 | $3.68M | Buy |
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|
2017
Q1 | $3.54M | Buy |
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|
2016
Q4 | $2.42M | Buy |
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|
2016
Q3 | $1.37M | Buy |
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|
2016
Q2 | $934K | Sell |
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|
2016
Q1 | $969K | Sell |
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|
2015
Q4 | $1.19M | Buy |
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|
2015
Q3 | $1.03M | Buy |
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|
2015
Q2 | $910K | Sell |
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|
2015
Q1 | $1.02M | Buy |
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