RIM
Rockbridge Investment Management’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
Q1 | – | Sell |
-37
| Closed | -$3.81K | – | 357 |
|
|
2023
Q4 | $3.81K | Buy |
+37
| New | +$3.81K | ﹤0.01% | 492 |
|
|
2022
Q3 | – | Sell |
-19
| Closed | -$1.69K | – | 333 |
|
|
2022
Q2 | $1.69K | Sell |
19
-2
| -10% | -$178 | ﹤0.01% | 545 |
|
|
2022
Q1 | $2.17K | Sell |
21
-1,308
| -98% | -$135K | ﹤0.01% | 693 |
|
|
2021
Q4 | $139K | Buy |
1,329
+19
| +1% | +$1.99K | 0.02% | 209 |
|
|
2021
Q3 | $132K | Hold |
1,310
| – | – | 0.02% | 195 |
|
|
2021
Q2 | $138K | Hold |
1,310
| – | – | 0.02% | 190 |
|
|
2021
Q1 | $132K | Hold |
1,310
| – | – | 0.03% | 182 |
|
|
2020
Q4 | $107K | Buy |
1,310
+655
| +100% | +$53.5K | 0.02% | 195 |
|
|
2020
Q3 | $80K | Sell |
655
-101
| -13% | -$12.3K | 0.02% | 211 |
|
|
2020
Q2 | $91K | Buy |
+756
| New | +$91K | 0.02% | 178 |
|