Robertson Stephens Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $465K | Buy |
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|
2025
Q2 | $417K | Sell |
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|
2025
Q1 | $417K | Sell |
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|
2024
Q4 | $517K | Buy |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $570K | Buy |
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|
2024
Q1 | $576K | Buy |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $459K | Buy |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $3.01M | Buy |
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|
2022
Q4 | $2.85M | Buy |
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|
2022
Q3 | $2.43M | Sell |
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|
2022
Q2 | $3.67M | Buy |
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|
2022
Q1 | $1.69M | Buy |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $468K | Buy |
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|
2020
Q3 | $267K | Buy |
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