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Summit Wealth Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Summit Wealth Partners’s Portfolio IJS Stock Details IJS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,624
Closed -$444K – 147
2020
Q3 		$444K Sell
3,624
-700
-16% -$85.7K 0.13% 94
2020
Q2 		$520K Buy
+4,324
New +$520K 0.17% 85