Tobias Financial Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.52M | Sell |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.36M | Hold |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $1.18M | Hold |
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|
2023
Q2 | $1.26M | Hold |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.4M | Sell |
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|
2021
Q2 | $1.46M | Sell |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $904K | Sell |
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|
2020
Q3 | $690K | Sell |
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|
2020
Q2 | $818K | Sell |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $1.77M | Buy |
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