PP
Prosperity Planning’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
Q3 | – | Sell |
-2,321
| Closed | -$226K | – | 107 |
|
|
2024
Q2 | $226K | Hold |
2,321
| – | – | 0.08% | 95 |
|
|
2024
Q1 | $239K | Sell |
2,321
-103
| -4% | -$10.6K | 0.08% | 89 |
|
|
2023
Q4 | $250K | Sell |
2,424
-40
| -2% | -$4.12K | 0.09% | 86 |
|
|
2023
Q3 | $220K | Sell |
2,464
-60
| -2% | -$5.35K | 0.09% | 82 |
|
|
2023
Q2 | $240K | Hold |
2,524
| – | – | 0.1% | 83 |
|
|
2023
Q1 | $236K | Sell |
2,524
-142
| -5% | -$13.3K | 0.1% | 80 |
|
|
2022
Q4 | $232K | Hold |
2,666
| – | – | 0.11% | 74 |
|
|
2022
Q3 | $220K | Hold |
2,666
| – | – | 0.11% | 80 |
|
|
2022
Q2 | $287K | Hold |
2,666
| – | – | 0.15% | 65 |
|
|
2022
Q1 | $273K | Hold |
2,666
| – | – | 0.13% | 63 |
|
|
2021
Q4 | $279K | Hold |
2,666
| – | – | 0.14% | 63 |
|
|
2021
Q3 | $268K | Hold |
2,666
| – | – | 0.15% | 67 |
|
|
2021
Q2 | $281K | Hold |
2,666
| – | – | 0.17% | 62 |
|
|
2021
Q1 | $269K | Sell |
2,666
-86
| -3% | -$8.68K | 0.19% | 61 |
|
|
2020
Q4 | $224K | Buy |
+2,752
| New | +$224K | 0.19% | 65 |
|