Stonebridge Financial Planning Group’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 | $218K | Sell |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $360K | Sell |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $468K | Sell |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $430K | Sell |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $346K | Sell |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $554K | Buy |
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|
2021
Q3 | $562K | Sell |
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|
2021
Q2 | $992K | Buy |
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|
2021
Q1 | $595K | Buy |
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