SWM
Sterling 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 | $255K | Buy |
+2,563
| New | +$255K | 0.09% | 91 |
|
|
2024
Q4 | $278K | Buy |
2,560
+1
| +0% | +$109 | 0.1% | 90 |
|
|
2024
Q3 | $275K | Buy |
2,559
+2
| +0.1% | +$215 | 0.1% | 93 |
|
|
2024
Q2 | $249K | Buy |
2,557
+10
| +0.4% | +$973 | 0.12% | 91 |
|
|
2024
Q1 | $262K | Buy |
2,547
+8
| +0.3% | +$822 | 0.13% | 82 |
|
|
2023
Q4 | $262K | Buy |
+2,539
| New | +$262K | 0.15% | 78 |
|