Spire Wealth Management’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 | $722K | Sell |
7,256
-195
| -3% | -$19.4K | 0.03% | 429 |
|
|
2025
Q1 | $726K | Hold |
7,451
| – | – | 0.02% | 475 |
|
|
2024
Q4 | $809K | Sell |
7,451
-1
| -0% | -$109 | 0.03% | 437 |
|
|
2024
Q3 | $802K | Sell |
7,452
-2,110
| -22% | -$227K | 0.03% | 424 |
|
|
2024
Q2 | $930K | Sell |
9,562
-2,563
| -21% | -$249K | 0.03% | 352 |
|
|
2024
Q1 | $1.25M | Sell |
12,125
-1,705
| -12% | -$175K | 0.02% | 332 |
|
|
2023
Q4 | $1.35M | Buy |
13,830
+1,553
| +13% | +$152K | 0.04% | 295 |
|
|
2023
Q3 | $1.1M | Sell |
12,277
-4
| -0% | -$357 | 0.04% | 314 |
|
|
2023
Q2 | $1.17M | Buy |
12,281
+9
| +0.1% | +$856 | 0.04% | 319 |
|
|
2023
Q1 | $1.15M | Buy |
12,272
+136
| +1% | +$12.7K | 0.04% | 321 |
|
|
2022
Q4 | $1.11M | Sell |
12,136
-111
| -0.9% | -$10.1K | 0.06% | 225 |
|
|
2022
Q3 | $1.01M | Sell |
12,247
-6,774
| -36% | -$559K | 0.06% | 210 |
|
|
2022
Q2 | $1.69M | Buy |
19,021
+5,973
| +46% | +$532K | 0.07% | 226 |
|
|
2022
Q1 | $1.34M | Sell |
13,048
-961
| -7% | -$98.4K | 0.04% | 331 |
|
|
2021
Q4 | $1.46M | Buy |
14,009
+694
| +5% | +$72.5K | 0.03% | 366 |
|
|
2021
Q3 | $1.34M | Sell |
13,315
-6,623
| -33% | -$667K | 0.04% | 348 |
|
|
2021
Q2 | $2.09M | Buy |
19,938
+5,779
| +41% | +$606K | 0.06% | 280 |
|
|
2021
Q1 | $1.43M | Buy |
+14,159
| New | +$1.43M | 0.04% | 355 |
|