Oxford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-60
| Closed | -$5.48K | – | 271 |
|
|
2022
Q4 | $5.48K | Sell |
60
-666
| -92% | -$60.8K | ﹤0.01% | 250 |
|
|
2022
Q3 | $60K | Hold |
726
| – | – | 0.01% | 196 |
|
|
2022
Q2 | $65K | Sell |
726
-281
| -28% | -$25.2K | 0.01% | 216 |
|
|
2022
Q1 | $103K | Hold |
1,007
| – | – | 0.01% | 203 |
|
|
2021
Q4 | $105K | Buy |
+1,007
| New | +$105K | 0.01% | 213 |
|
|
2020
Q3 | – | Sell |
-666
| Closed | -$40K | – | 191 |
|
|
2020
Q2 | $40K | Sell |
666
-36
| -5% | -$2.16K | 0.01% | 172 |
|
|
2020
Q1 | $35K | Buy |
+702
| New | +$35K | 0.01% | 181 |
|