SFG
Sage Financial Group’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 | $514K | Hold |
5,169
| – | – | 0.04% | 67 |
|
|
2025
Q1 | $504K | Buy |
5,169
+126
| +2% | +$12.3K | 0.04% | 69 |
|
|
2024
Q4 | $548K | Buy |
5,043
+616
| +14% | +$66.9K | 0.04% | 64 |
|
|
2024
Q3 | $477K | Hold |
4,427
| – | – | 0.04% | 72 |
|
|
2024
Q2 | $431K | Hold |
4,427
| – | – | 0.04% | 73 |
|
|
2024
Q1 | $455K | Buy |
4,427
+458
| +12% | +$47.1K | 0.04% | 73 |
|
|
2023
Q4 | $409K | Hold |
3,969
| – | – | 0.04% | 75 |
|
|
2023
Q3 | $354K | Hold |
3,969
| – | – | 0.04% | 75 |
|
|
2023
Q2 | $377K | Hold |
3,969
| – | – | 0.04% | 73 |
|
|
2023
Q1 | $371K | Buy |
3,969
+645
| +19% | +$60.4K | 0.04% | 75 |
|
|
2022
Q4 | $304K | Hold |
3,324
| – | – | 0.04% | 80 |
|
|
2022
Q3 | $274K | Hold |
3,324
| – | – | 0.04% | 77 |
|
|
2022
Q2 | $296K | Buy |
+3,324
| New | +$296K | 0.04% | 72 |
|