SFPG
Stonebridge Financial Planning Group’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 | $218K | Sell |
2,189
-795
| -27% | -$79.1K | 0.09% | 160 |
|
|
2025
Q1 | $291K | Sell |
2,984
-452
| -13% | -$44.1K | 0.13% | 138 |
|
|
2024
Q4 | $373K | Buy |
3,436
+93
| +3% | +$10.1K | 0.17% | 127 |
|
|
2024
Q3 | $360K | Sell |
3,343
-644
| -16% | -$69.3K | 0.17% | 124 |
|
|
2024
Q2 | $388K | Sell |
3,987
-570
| -13% | -$55.4K | 0.19% | 116 |
|
|
2024
Q1 | $468K | Sell |
4,557
-50
| -1% | -$5.14K | 0.25% | 102 |
|
|
2023
Q4 | $475K | Sell |
4,607
-211
| -4% | -$21.7K | 0.27% | 93 |
|
|
2023
Q3 | $430K | Sell |
4,818
-250
| -5% | -$22.3K | 0.28% | 93 |
|
|
2023
Q2 | $482K | Buy |
5,068
+185
| +4% | +$17.6K | 0.29% | 83 |
|
|
2023
Q1 | $457K | Buy |
4,883
+741
| +18% | +$69.3K | 0.29% | 87 |
|
|
2022
Q4 | $378K | Sell |
4,142
-50
| -1% | -$4.57K | 0.25% | 93 |
|
|
2022
Q3 | $346K | Sell |
4,192
-570
| -12% | -$47K | 0.24% | 91 |
|
|
2022
Q2 | $424K | Sell |
4,762
-1,214
| -20% | -$108K | 0.29% | 79 |
|
|
2022
Q1 | $612K | Buy |
5,976
+332
| +6% | +$34K | 0.34% | 62 |
|
|
2021
Q4 | $554K | Buy |
5,644
+477
| +9% | +$46.8K | 0.29% | 68 |
|
|
2021
Q3 | $562K | Sell |
5,167
-4,345
| -46% | -$473K | 0.27% | 75 |
|
|
2021
Q2 | $992K | Buy |
9,512
+3,651
| +62% | +$381K | 0.53% | 45 |
|
|
2021
Q1 | $595K | Buy |
+5,861
| New | +$595K | 0.35% | 59 |
|