SHCM
Stokes & Hubbell Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $3.58M | Buy |
24,239
+3,343
| +16% | +$493K | 0.75% | 40 |
|
|
2018
Q4 | $2.76M | Buy |
20,896
+15,603
| +295% | +$2.06M | 0.62% | 45 |
|
|
2018
Q3 | $932K | Buy |
5,293
+1,260
| +31% | +$222K | 0.19% | 70 |
|
|
2018
Q2 | $658K | Buy |
4,033
+208
| +5% | +$33.9K | 0.15% | 75 |
|
|
2018
Q1 | $577K | Buy |
3,825
+2,297
| +150% | +$347K | 0.13% | 78 |
|
|
2017
Q4 | $235K | Buy |
+1,528
| New | +$235K | 0.06% | 111 |
|
|
2017
Q3 | – | Sell |
-1,441
| Closed | -$202K | – | 116 |
|
|
2017
Q2 | $202K | Buy |
+1,441
| New | +$202K | 0.06% | 99 |
|