Planning Alternatives’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Planning Alternatives’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.02M	Hold
2025 Q1	$999K	Hold
2024 Q4	$1.11M	Hold
2024 Q3	$1.1M	Sell
2024 Q2	$1.04M	Hold
2024 Q1	$1.1M	Sell
2023 Q4	$1.12M	Hold
2023 Q3	$967K	Hold
2023 Q2	$1.03M	Hold
2023 Q1	$1.01M	Hold
2022 Q4	$989K	Sell
2022 Q3	$895K	Hold
2022 Q2	$966K	Hold
2022 Q1	$1.11M	Hold
2021 Q4	$1.13M	Hold
2021 Q3	$1.09M	Hold
2021 Q2	$1.14M	Sell
2021 Q1	$1.11M	Hold
2020 Q4	$896K	Sell
2020 Q3	$678K	Hold
2020 Q2	$666K	Sell
2020 Q1	$618K	Sell
2019 Q4	$1M	Sell
2019 Q3	$947K	Sell
2019 Q2	$968K	Sell
2019 Q1	$1.06M	Sell
2018 Q4	$979K	Sell
2018 Q3	$1.34M	Sell
2018 Q2	$1.32M	Buy
2018 Q1	–	Sell
2017 Q4	$2.34M	Sell
2017 Q3	$2.34M	Sell
2017 Q2	$2.35M	Sell
2017 Q1	$2.44M	Sell
2016 Q4	$2.56M	Sell
2016 Q3	$2.4M	Sell
2016 Q2	$2.28M	Sell
2016 Q1	$2.32M	Sell
2015 Q4	$2.35M	Sell
2015 Q3	$2.46M	Sell
2015 Q2	$3.32M	Sell
2015 Q1	$3.45M	Sell
2014 Q4	$3.46M	Sell
2014 Q3	$3.21M	Sell
2014 Q2	$3.69M	Buy
2014 Q1	$3.39M	Sell
2013 Q4	$3.36M	Buy