SW
SkyOak Wealth’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 | $489K | Hold |
4,911
| – | – | 0.1% | 126 |
|
|
2025
Q1 | $479K | Hold |
4,911
| – | – | 0.1% | 120 |
|
|
2024
Q4 | $533K | Buy |
4,911
+386
| +9% | +$41.9K | 0.11% | 111 |
|
|
2024
Q3 | $487K | Sell |
4,525
-2,193
| -33% | -$236K | 0.11% | 116 |
|
|
2024
Q2 | $653K | Buy |
+6,718
| New | +$653K | 0.15% | 95 |
|
|
2021
Q1 | – | Sell |
-2,926
| Closed | -$238K | – | 241 |
|
|
2020
Q4 | $238K | Buy |
+2,926
| New | +$238K | 0.07% | 186 |
|
|
2020
Q1 | – | Sell |
-8,269
| Closed | -$1.33M | – | 250 |
|
|
2019
Q4 | $1.33M | Buy |
+8,269
| New | +$1.33M | 0.41% | 58 |
|