Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $824K | Hold |
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|
2021
Q4 | $840K | Sell |
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|
2021
Q3 | $952K | Hold |
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|
2021
Q2 | $997K | Sell |
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|
2021
Q1 | $976K | Sell |
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|
2020
Q4 | $862K | Sell |
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|
2020
Q3 | $714K | Sell |
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|
2020
Q2 | $784K | Sell |
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|
2020
Q1 | $791K | Sell |
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|
2019
Q4 | $1.95M | Sell |
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|
2019
Q3 | $2.35M | Buy |
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