SP
Sequent Planning’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 | $4.35M | Buy |
43,706
+3,491
| +9% | +$347K | 1.38% | 18 |
|
|
2025
Q1 | $3.92M | Buy |
40,215
+3,438
| +9% | +$335K | 1.41% | 19 |
|
|
2024
Q4 | $3.99M | Sell |
36,777
-3,885
| -10% | -$422K | 1.47% | 17 |
|
|
2024
Q3 | $4.38M | Sell |
40,662
-3,614
| -8% | -$389K | 1.51% | 17 |
|
|
2024
Q2 | $4.26M | Buy |
44,276
+2,801
| +7% | +$270K | 1.46% | 18 |
|
|
2024
Q1 | $4.26M | Buy |
+41,475
| New | +$4.26M | 1.54% | 13 |
|