Planned Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-586
| Closed | -$63.1K | – | 361 |
|
|
2024
Q3 | $63.1K | Buy |
+586
| New | +$63.1K | 0.03% | 272 |
|
|
2024
Q1 | – | Sell |
-578
| Closed | -$59.6K | – | 305 |
|
|
2023
Q4 | $59.6K | Buy |
+578
| New | +$59.6K | 0.03% | 257 |
|
|
2021
Q1 | – | Sell |
-552
| Closed | -$45K | – | 228 |
|
|
2020
Q4 | $45K | Hold |
552
| – | – | 0.04% | 217 |
|
|
2020
Q3 | $34K | Buy |
+552
| New | +$34K | 0.03% | 184 |
|