Strategic Family Wealth Counselors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,169
Closed -$261K 108
2022
Q3
$261K Buy
3,169
+400
+14% +$32.9K 0.13% 74
2022
Q2
$247K Sell
2,769
-464
-14% -$41.4K 0.12% 79
2022
Q1
$331K Sell
3,233
-1,664
-34% -$170K 0.13% 71
2021
Q4
$512K Buy
+4,897
New +$512K 0.16% 59