Southern Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $294K | Buy |
3,139
+11
| +0.4% | +$1.03K | 0.11% | 56 |
|
|
2022
Q4 | $286K | Buy |
3,128
+9
| +0.3% | +$822 | 0.11% | 54 |
|
|
2022
Q3 | $294K | Buy |
+3,119
| New | +$294K | 0.12% | 52 |
|
|
2020
Q2 | – | Sell |
-13,596
| Closed | -$679K | – | 60 |
|
|
2020
Q1 | $679K | Hold |
13,596
| – | – | 0.14% | 38 |
|
|
2019
Q4 | $1.09M | Buy |
+13,596
| New | +$1.09M | 0.21% | 32 |
|