Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
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|
2015
Q4 | $13.7M | Sell |
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|
2015
Q3 | $14.5M | Sell |
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|
2015
Q2 | $16.5M | Sell |
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|
2015
Q1 | $17.2M | Sell |
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|
2014
Q4 | $17.8M | Buy |
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|
2014
Q3 | $15.9M | Sell |
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|
2014
Q2 | $23.6M | Buy |
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|
2014
Q1 | $9.84M | Buy |
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|
2013
Q4 | $9.49M | Sell |
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|
2013
Q3 | $15.6M | Buy |
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|
2013
Q2 | $14M | Buy |
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