SIMC
Squire Investment Management Company’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 | $971K | Buy |
9,761
+1,068
| +12% | +$106K | 0.36% | 36 |
|
|
2025
Q1 | $847K | Hold |
8,693
| – | – | 0.35% | 38 |
|
|
2024
Q4 | $944K | Buy |
8,693
+915
| +12% | +$99.4K | 0.42% | 31 |
|
|
2024
Q3 | $837K | Buy |
7,778
+1,097
| +16% | +$118K | 0.4% | 33 |
|
|
2024
Q2 | $650K | Sell |
6,681
-1,484
| -18% | -$144K | 0.37% | 36 |
|
|
2024
Q1 | $839K | Buy |
8,165
+1,028
| +14% | +$106K | 0.53% | 25 |
|
|
2023
Q4 | $736K | Buy |
+7,137
| New | +$736K | 0.6% | 24 |
|