TFA
Tobias Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
14,011
+10
| +0.1% | +$995 | 0.24% | 58 |
|
|
2025
Q1 | $1.36M | Sell |
14,001
-14
| -0.1% | -$1.37K | 0.27% | 50 |
|
|
2024
Q4 | $1.52M | Buy |
14,015
+744
| +6% | +$80.8K | 0.31% | 47 |
|
|
2024
Q3 | $1.43M | Buy |
13,271
+12
| +0.1% | +$1.29K | 0.29% | 45 |
|
|
2024
Q2 | $1.29M | Buy |
13,259
+11
| +0.1% | +$1.07K | 0.28% | 46 |
|
|
2024
Q1 | $1.36M | Hold |
13,248
| – | – | 0.31% | 45 |
|
|
2023
Q4 | $1.37M | Buy |
13,248
+23
| +0.2% | +$2.37K | 0.33% | 45 |
|
|
2023
Q3 | $1.18M | Hold |
13,225
| – | – | 0.31% | 51 |
|
|
2023
Q2 | $1.26M | Hold |
13,225
| – | – | 0.34% | 47 |
|
|
2023
Q1 | $1.24M | Sell |
13,225
-109
| -0.8% | -$10.2K | 0.36% | 44 |
|
|
2022
Q4 | $1.22M | Sell |
13,334
-142
| -1% | -$13K | 0.4% | 44 |
|
|
2022
Q3 | $1.11M | Buy |
13,476
+474
| +4% | +$39.1K | 0.39% | 43 |
|
|
2022
Q2 | $1.16M | Sell |
13,002
-22
| -0.2% | -$1.96K | 0.39% | 46 |
|
|
2022
Q1 | $1.33M | Buy |
+13,024
| New | +$1.33M | 0.46% | 42 |
|
|
2021
Q4 | – | Sell |
-13,869
| Closed | -$1.4M | – | 86 |
|
|
2021
Q3 | $1.4M | Sell |
13,869
-20
| -0.1% | -$2.01K | 0.52% | 38 |
|
|
2021
Q2 | $1.46M | Sell |
13,889
-36
| -0.3% | -$3.8K | 0.58% | 36 |
|
|
2021
Q1 | $1.4M | Buy |
13,925
+2,811
| +25% | +$283K | 0.59% | 37 |
|
|
2020
Q4 | $904K | Buy |
11,114
+5,479
| +97% | -$12.7K | 0.41% | 38 |
|
|
2020
Q3 | $690K | Sell |
5,635
-1,158
| -17% | -$142K | 0.38% | 39 |
|
|
2020
Q2 | $818K | Sell |
6,793
-5,865
| -46% | -$706K | 0.48% | 37 |
|
|
2020
Q1 | $1.27M | Buy |
12,658
+1,651
| +15% | +$165K | 0.91% | 22 |
|
|
2019
Q4 | $1.77M | Buy |
+11,007
| New | +$1.77M | 1.13% | 19 |
|