Presilium Private Wealth’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,089
| Closed | -$496K | – | 76 |
|
|
2025
Q1 | $496K | Sell |
5,089
-2,229
| -30% | -$217K | 0.11% | 50 |
|
|
2024
Q4 | $795K | Sell |
7,318
-21
| -0.3% | -$2.28K | 0.18% | 43 |
|
|
2024
Q3 | $790K | Sell |
7,339
-207
| -3% | -$22.3K | 0.18% | 42 |
|
|
2024
Q2 | $734K | Sell |
7,546
-29
| -0.4% | -$2.82K | 0.19% | 42 |
|
|
2024
Q1 | $778K | Sell |
7,575
-86
| -1% | -$8.84K | 0.21% | 39 |
|
|
2023
Q4 | $790K | Buy |
+7,661
| New | +$790K | 0.22% | 38 |
|