PIA
Panoramic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
2,345
-3,135
| -57% | -$312K | 0.14% | 106 |
|
|
2025
Q1 | $534K | Hold |
5,480
| – | – | 0.36% | 62 |
|
|
2024
Q4 | $595K | Buy |
5,480
+500
| +10% | +$54.3K | 0.39% | 59 |
|
|
2024
Q3 | $536K | Buy |
+4,980
| New | +$536K | 0.37% | 62 |
|
|
2024
Q1 | $553K | Buy |
5,380
+2,225
| +71% | +$229K | 0.41% | 55 |
|
|
2023
Q4 | $325K | Hold |
3,155
| – | – | 0.28% | 72 |
|
|
2023
Q3 | $281K | Buy |
+3,155
| New | +$281K | 0.26% | 77 |
|