Tradition Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-674
| Closed | -$69K | – | 782 |
|
|
2023
Q4 | $69K | Hold |
674
| – | – | 0.01% | 552 |
|
|
2023
Q3 | $60K | Hold |
674
| – | – | 0.01% | 556 |
|
|
2023
Q2 | $64K | Hold |
674
| – | – | 0.01% | 567 |
|
|
2023
Q1 | $63K | Hold |
674
| – | – | 0.01% | 558 |
|
|
2022
Q4 | $62K | Hold |
674
| – | – | 0.01% | 481 |
|
|
2022
Q3 | $56K | Sell |
674
-11,687
| -95% | -$971K | 0.01% | 482 |
|
|
2022
Q2 | $1.1M | Buy |
12,361
+11,687
| +1,734% | +$1.04M | 0.16% | 104 |
|
|
2022
Q1 | $69K | Hold |
674
| – | – | 0.01% | 447 |
|
|
2021
Q4 | $70K | Hold |
674
| – | – | 0.01% | 464 |
|
|
2021
Q3 | $68K | Hold |
674
| – | – | 0.01% | 434 |
|
|
2021
Q2 | $71K | Hold |
674
| – | – | 0.01% | 454 |
|
|
2021
Q1 | $68K | Hold |
674
| – | – | 0.01% | 379 |
|
|
2020
Q4 | $55K | Buy |
+674
| New | +$55K | 0.01% | 396 |
|