QWP
Quotient Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
4,649
-284
| -6% | -$28.3K | 0.01% | 199 |
|
|
2025
Q1 | $481K | Sell |
4,933
-83
| -2% | -$8.09K | 0.02% | 182 |
|
|
2024
Q4 | $545K | Sell |
5,016
-1
| -0% | -$109 | 0.02% | 156 |
|
|
2024
Q3 | $540K | Sell |
5,017
-1,278
| -20% | -$138K | 0.02% | 167 |
|
|
2024
Q2 | $612K | Sell |
6,295
-2,177
| -26% | -$212K | 0.02% | 152 |
|
|
2024
Q1 | $871K | Sell |
8,472
-24,014
| -74% | -$2.47M | 0.03% | 119 |
|
|
2023
Q4 | $3.35M | Buy |
+32,486
| New | +$3.35M | 0.13% | 71 |
|