Synergy Asset Management’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
Q1
Sell
-9,707
Closed -$1.05M 433
2024
Q4
$1.05M Buy
9,707
+3,735
+63% +$403K 0.08% 117
2024
Q3
$643K Buy
+5,972
New +$643K 0.1% 92