Summit Financial Wealth Advisors’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
Q4 | $544K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $294K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $223K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $229K | Hold |
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|
2017
Q1 | $227K | Hold |
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|
2016
Q4 | $230K | Hold |
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|
2016
Q3 | $205K | Buy |
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