Southern Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Southern Wealth Management’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$294K	Buy
2022 Q4	$286K	Buy
2022 Q3	$294K	Buy
2020 Q2	–	Sell
2020 Q1	$679K	Hold
2019 Q4	$1.09M	Buy