PFA
Petra Financial 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
Q1 | – | Sell |
-2,087
| Closed | -$227K | – | 135 |
|
|
2024
Q4 | $227K | Hold |
2,087
| – | – | 0.15% | 128 |
|
|
2024
Q3 | $225K | Hold |
2,087
| – | – | 0.15% | 127 |
|
|
2024
Q2 | $203K | Hold |
2,087
| – | – | 0.15% | 116 |
|
|
2024
Q1 | $214K | Sell |
2,087
-49
| -2% | -$5.04K | 0.16% | 117 |
|
|
2023
Q4 | $220K | Sell |
2,136
-43,254
| -95% | -$4.46M | 0.18% | 106 |
|
|
2023
Q3 | $4.05M | Sell |
45,390
-244
| -0.5% | -$21.8K | 3.38% | 5 |
|
|
2023
Q2 | $4.34M | Buy |
+45,634
| New | +$4.34M | 3.87% | 5 |
|
|
2023
Q1 | – | Sell |
-40,805
| Closed | -$3.73M | – | 90 |
|
|
2022
Q4 | $3.73M | Buy |
+40,805
| New | +$3.73M | 4.1% | 5 |
|