Sax Wealth Advisors’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 | $6.81M | Sell |
|
|||||
|
2025
Q2 | $6.48M | Sell |
|
|||||
|
2025
Q1 | $7.71M | Sell |
|
|||||
|
2024
Q4 | $8.66M | Sell |
|
|||||
|
2024
Q3 | $8.68M | Sell |
|
|||||
|
2024
Q2 | $7.93M | Sell |
|
|||||
|
2024
Q1 | $8.56M | Sell |
|
|||||
|
2023
Q4 | $9.21M | Sell |
|
|||||
|
2023
Q3 | $8.06M | Sell |
|
|||||
|
2023
Q2 | $8.89M | Sell |
|
|||||
|
2023
Q1 | $9.31M | Sell |
|
|||||
|
2022
Q4 | $9.16M | Sell |
|
|||||
|
2022
Q3 | $8.29M | Sell |
|
|||||
|
2022
Q2 | $9.21M | Sell |
|
|||||
|
2022
Q1 | $11M | Sell |
|
|||||
|
2021
Q4 | $16.8M | Buy |
|
|||||
|
2021
Q3 | $15.9M | Buy |
|
|||||
|
2021
Q2 | $16.5M | Sell |
|
|||||
|
2021
Q1 | $15.8M | Buy |
|
|||||
|
2020
Q4 | $12.2M | Buy |
|