Schneider Downs Wealth Management 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
Q2
$879K Buy
2025
Q1
$461K Buy
2024
Q4
$513K Buy
2024
Q3
$506K Buy
2024
Q2
$455K Sell
2024
Q1
$584K Buy
2023
Q4
$584K Buy
2023
Q3
$502K Hold
2023
Q2
$535K Buy
2023
Q1
$525K Buy
2022
Q4
$510K Buy