SWP
Strategic Wealth Partners’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 | $3.58K | Buy |
+36
| New | +$3.58K | ﹤0.01% | 937 |
|
|
2018
Q4 | – | Sell |
-276
| Closed | -$46K | – | 692 |
|
|
2018
Q3 | $46K | Buy |
+276
| New | +$46K | 0.02% | 237 |
|
|
2018
Q2 | – | Sell |
-404
| Closed | -$61K | – | 790 |
|
|
2018
Q1 | $61K | Sell |
404
-10,703
| -96% | -$1.62M | 0.03% | 230 |
|
|
2017
Q4 | $1.63M | Buy |
+11,107
| New | +$1.63M | 0.9% | 26 |
|