RIA
Richwood Investment Advisors’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 | $502K | Hold |
5,043
| – | – | 0.41% | 57 |
|
|
2025
Q1 | $492K | Sell |
5,043
-400
| -7% | -$39K | 0.42% | 60 |
|
|
2024
Q4 | $591K | Hold |
5,443
| – | – | 0.49% | 52 |
|
|
2024
Q3 | $586K | Sell |
5,443
-290
| -5% | -$31.2K | 0.48% | 52 |
|
|
2024
Q2 | $558K | Sell |
5,733
-22
| -0.4% | -$2.14K | 0.49% | 52 |
|
|
2024
Q1 | $591K | Sell |
5,755
-550
| -9% | -$56.5K | 0.53% | 54 |
|
|
2023
Q4 | $650K | Hold |
6,305
| – | – | 0.61% | 44 |
|
|
2023
Q3 | $563K | Sell |
6,305
-47
| -0.7% | -$4.19K | 0.57% | 47 |
|
|
2023
Q2 | $604K | Hold |
6,352
| – | – | 0.59% | 46 |
|
|
2023
Q1 | $594K | Hold |
6,352
| – | – | 0.59% | 44 |
|
|
2022
Q4 | $580K | Hold |
6,352
| – | – | 0.58% | 45 |
|
|
2022
Q3 | $524K | Hold |
6,352
| – | – | 0.58% | 49 |
|
|
2022
Q2 | $566K | Hold |
6,352
| – | – | 0.57% | 48 |
|
|
2022
Q1 | $650K | Hold |
6,352
| – | – | 0.58% | 49 |
|
|
2021
Q4 | $664K | Buy |
+6,352
| New | +$664K | 0.58% | 41 |
|