SWA
Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5K | Sell |
56
-352
| -86% | -$31.4K | ﹤0.01% | 586 |
|
|
2023
Q2 | $38.8K | Sell |
408
-169
| -29% | -$16.1K | 0.02% | 256 |
|
|
2023
Q1 | $54K | Hold |
577
| – | – | 0.03% | 198 |
|
|
2022
Q4 | $52.7K | Hold |
577
| – | – | 0.02% | 374 |
|
|
2022
Q3 | $47.6K | Buy |
577
+4
| +0.7% | +$330 | 0.02% | 385 |
|
|
2022
Q2 | $51K | Hold |
573
| – | – | 0.02% | 375 |
|
|
2022
Q1 | $58.7K | Hold |
573
| – | – | 0.02% | 361 |
|
|
2021
Q4 | $59.9K | Hold |
573
| – | – | 0.02% | 367 |
|
|
2021
Q3 | $57.7K | Hold |
573
| – | – | 0.02% | 362 |
|
|
2021
Q2 | $60.4K | Hold |
573
| – | – | 0.02% | 356 |
|
|
2021
Q1 | $57.7K | Hold |
573
| – | – | 0.02% | 356 |
|
|
2020
Q4 | $46.6K | Buy |
573
+290
| +102% | +$23.6K | 0.02% | 372 |
|
|
2020
Q3 | $34.6K | Sell |
283
-5
| -2% | -$612 | 0.02% | 391 |
|
|
2020
Q2 | $34.7K | Hold |
288
| – | – | 0.02% | 384 |
|
|
2020
Q1 | $28.8K | Sell |
288
-193
| -40% | -$19.3K | 0.02% | 378 |
|
|
2019
Q4 | $77.3K | Hold |
481
| – | – | 0.04% | 236 |
|
|
2019
Q3 | $72.2K | Hold |
481
| – | – | 0.04% | 242 |
|
|
2019
Q2 | $71.5K | Hold |
481
| – | – | 0.04% | 237 |
|
|
2019
Q1 | $71K | Hold |
481
| – | – | 0.04% | 241 |
|
|
2018
Q4 | $63.4K | Hold |
481
| – | – | 0.04% | 241 |
|
|
2018
Q3 | $80.3K | Hold |
481
| – | – | 0.05% | 221 |
|
|
2018
Q2 | $78.5K | Hold |
481
| – | – | 0.05% | 220 |
|
|
2018
Q1 | $72.6K | Hold |
481
| – | – | 0.05% | 224 |
|
|
2017
Q4 | $73.9K | Buy |
481
+193
| +67% | +$29.6K | 0.05% | 215 |
|
|
2017
Q3 | $42.7K | Hold |
288
| – | – | 0.03% | 306 |
|
|
2017
Q2 | $40.3K | Hold |
288
| – | – | 0.03% | 304 |
|
|
2017
Q1 | $39.9K | Hold |
288
| – | – | 0.03% | 301 |
|
|
2016
Q4 | $40.3K | Hold |
288
| – | – | 0.04% | 304 |
|
|
2016
Q3 | $35.9K | Hold |
288
| – | – | 0.03% | 312 |
|
|
2016
Q2 | $33.6K | Hold |
288
| – | – | 0.03% | 310 |
|
|
2016
Q1 | $32.6K | Buy |
+288
| New | +$32.6K | 0.03% | 317 |
|