Sterling Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02M | Buy |
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|
2025
Q1 | $7.81M | Sell |
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|
2024
Q4 | $8.79M | Sell |
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|
2024
Q3 | $8.82M | Sell |
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|
2024
Q2 | $8.09M | Sell |
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|
2024
Q1 | $8.67M | Sell |
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|
2023
Q4 | $8.92M | Buy |
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|
2023
Q3 | $7.71M | Sell |
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|
2023
Q2 | $8.39M | Sell |
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|
2023
Q1 | $8.4M | Sell |
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|
2022
Q4 | $8.53M | Buy |
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|
2022
Q3 | $7.62M | Buy |
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|
2022
Q2 | $7.83M | Buy |
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|
2022
Q1 | $8.66M | Buy |
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|
2021
Q4 | $8.74M | Buy |
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|
2021
Q3 | $8.22M | Buy |
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|
2021
Q2 | $8.4M | Buy |
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|
2021
Q1 | $7.75M | Buy |
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|
2020
Q4 | $6M | Buy |
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