Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $604K | Buy |
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|
2020
Q4 | $393K | Buy |
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|
2020
Q3 | $178K | Hold |
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|
2020
Q2 | $175K | Buy |
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|
2020
Q1 | $113K | Buy |
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|
2019
Q4 | $181K | Sell |
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|
2019
Q3 | $195K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $254K | Buy |
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|
2018
Q2 | $231K | Hold |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $217K | Hold |
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|
2017
Q3 | $210K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $206K | Buy |
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