Triangle Securities Wealth Management’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 | $2.47M | Buy |
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2025
Q2 | $2.22M | Buy |
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2025
Q1 | $2.13M | Buy |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $2.32M | Sell |
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|
2024
Q2 | $2.13M | Buy |
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|
2024
Q1 | $2.25M | Buy |
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|
2023
Q4 | $2.26M | Buy |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $1.98M | Buy |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $1.99M | Sell |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $1.96M | Sell |
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|
2021
Q2 | $2.07M | Sell |
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|
2021
Q1 | $2.01M | Sell |
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|
2020
Q4 | $1.67M | Sell |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $2.37M | Sell |
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|
2019
Q4 | $5.54M | Buy |
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|
2019
Q3 | $5.12M | Sell |
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|
2019
Q2 | $5.12M | Buy |
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|
2019
Q1 | $5.07M | Sell |
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|
2018
Q4 | $7.68M | Buy |
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|
2018
Q3 | $9.32M | Sell |
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|
2018
Q2 | $9.43M | Sell |
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|
2018
Q1 | $8.89M | Buy |
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|
2017
Q4 | $8.97M | Buy |
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|
2017
Q3 | $8.59M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $8M | Buy |
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|
2016
Q4 | $8.03M | Sell |
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|
2016
Q3 | $7.38M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $6.89M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $5.86M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $856K | Buy |
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|
2014
Q4 | $646K | Buy |
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