PJWM
Philip James Wealth Mangement’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 | $225K | Buy |
2,264
+150
| +7% | +$14.9K | 0.03% | 157 |
|
|
2025
Q1 | $206K | Sell |
2,114
-142
| -6% | -$13.8K | 0.03% | 162 |
|
|
2024
Q4 | $245K | Buy |
2,256
+10
| +0.4% | +$1.09K | 0.03% | 150 |
|
|
2024
Q3 | $242K | Buy |
2,246
+11
| +0.5% | +$1.18K | 0.03% | 146 |
|
|
2024
Q2 | $217K | Sell |
2,235
-18
| -0.8% | -$1.75K | 0.14% | 70 |
|
|
2024
Q1 | $232K | Buy |
2,253
+157
| +7% | +$16.1K | 0.16% | 64 |
|
|
2023
Q4 | $216K | Buy |
+2,096
| New | +$216K | 0.17% | 69 |
|