Soundmark Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.64M | Sell |
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|
2023
Q4 | $5.75M | Sell |
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|
2023
Q3 | $5.22M | Buy |
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|
2023
Q2 | $5.04M | Sell |
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|
2023
Q1 | $5.05M | Sell |
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|
2022
Q4 | $5.09M | Sell |
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|
2022
Q3 | $4.63M | Sell |
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|
2022
Q2 | $5.05M | Buy |
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|
2022
Q1 | $5.81M | Buy |
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|
2021
Q4 | $5.92M | Sell |
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|
2021
Q3 | $8.69M | Sell |
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|
2021
Q2 | $9.12M | Sell |
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|
2021
Q1 | $8.78M | Sell |
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|
2020
Q4 | $7.23M | Buy |
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