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Team Hewins’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
Q2 | – | Sell |
-2,280
| Closed | -$222K | – | 37 |
|
|
2025
Q1 | $222K | Hold |
2,280
| – | – | 0.09% | 34 |
|
|
2024
Q4 | $248K | Hold |
2,280
| – | – | 0.1% | 32 |
|
|
2024
Q3 | $245K | Hold |
2,280
| – | – | 0.09% | 34 |
|
|
2024
Q2 | $222K | Hold |
2,280
| – | – | 0.09% | 31 |
|
|
2024
Q1 | $234K | Hold |
2,280
| – | – | 0.09% | 27 |
|
|
2023
Q4 | $235K | Buy |
+2,280
| New | +$235K | 0.1% | 25 |
|
|
2023
Q3 | – | Sell |
-2,280
| Closed | -$217K | – | 39 |
|
|
2023
Q2 | $217K | Hold |
2,280
| – | – | 0.1% | 26 |
|
|
2023
Q1 | $213K | Hold |
2,280
| – | – | 0.11% | 26 |
|
|
2022
Q4 | $208K | Buy |
+2,280
| New | +$208K | 0.11% | 23 |
|