Tarbox Family Office’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,281
| Closed | -$417K | – | 117 |
|
|
2025
Q1 | $417K | Buy |
+4,281
| New | +$417K | 0.07% | 77 |
|
|
2022
Q2 | – | Sell |
-89
| Closed | -$9K | – | 536 |
|
|
2022
Q1 | $9K | Hold |
89
| – | – | ﹤0.01% | 400 |
|
|
2021
Q4 | $9K | Buy |
89
+1
| +1% | +$101 | ﹤0.01% | 472 |
|
|
2021
Q3 | $9K | Hold |
88
| – | – | ﹤0.01% | 511 |
|
|
2021
Q2 | $9K | Hold |
88
| – | – | ﹤0.01% | 514 |
|
|
2021
Q1 | $9K | Hold |
88
| – | – | ﹤0.01% | 437 |
|
|
2020
Q4 | $7K | Hold |
88
| – | – | ﹤0.01% | 457 |
|
|
2020
Q3 | $5K | Hold |
88
| – | – | ﹤0.01% | 479 |
|
|
2020
Q2 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 480 |
|
|
2014
Q2 | – | Sell |
-48
| Closed | -$2K | – | 493 |
|
|
2014
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 412 |
|
|
2013
Q4 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 422 |
|