SAI
Savvy Advisors Inc’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 | $369K | Sell |
3,713
-5
| -0.1% | -$497 | 0.02% | 437 |
|
|
2025
Q1 | $362K | Buy |
3,718
+79
| +2% | +$7.7K | 0.04% | 348 |
|
|
2024
Q4 | $395K | Sell |
3,639
-686
| -16% | -$74.5K | 0.05% | 287 |
|
|
2024
Q3 | $466K | Sell |
4,325
-230
| -5% | -$24.8K | 0.09% | 188 |
|
|
2024
Q2 | $443K | Sell |
4,555
-152
| -3% | -$14.8K | 0.14% | 161 |
|
|
2024
Q1 | $484K | Sell |
4,707
-584
| -11% | -$60K | 0.28% | 95 |
|
|
2023
Q4 | $545K | Buy |
+5,291
| New | +$545K | 0.53% | 52 |
|