Optimum Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-69
| Closed | -$7K | – | 843 |
|
2022
Q1 | $7K | Buy |
+69
| New | +$7K | ﹤0.01% | 687 |
|
2019
Q1 | – | Sell |
-430
| Closed | -$28K | – | 1002 |
|
2018
Q4 | $28K | Hold |
430
| – | – | 0.01% | 583 |
|
2018
Q3 | $36K | Hold |
430
| – | – | 0.01% | 604 |
|
2018
Q2 | $35K | Hold |
430
| – | – | 0.01% | 605 |
|
2018
Q1 | $32K | Buy |
+430
| New | +$32K | 0.01% | 608 |
|
2015
Q1 | $19K | Hold |
320
| – | – | 0.01% | 693 |
|
2014
Q4 | $19K | Hold |
320
| – | – | 0.01% | 732 |
|
2014
Q3 | $17K | Hold |
320
| – | – | 0.01% | 674 |
|
2014
Q2 | $18K | Hold |
320
| – | – | 0.01% | 680 |
|
2014
Q1 | $18K | Hold |
320
| – | – | 0.01% | 532 |
|
2013
Q4 | $18K | Hold |
320
| – | – | 0.01% | 535 |
|
2013
Q3 | $16K | Buy |
+320
| New | +$16K | 0.01% | 527 |
|