TrueWealth 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 | $338K | Hold |
|
|||||
|
2025
Q2 | $304K | Sell |
|
|||||
|
2025
Q1 | $310K | Buy |
|
|||||
|
2024
Q4 | $319K | Hold |
|
|||||
|
2024
Q3 | $316K | Hold |
|
|||||
|
2024
Q2 | $285K | Hold |
|
|||||
|
2024
Q1 | $301K | Sell |
|
|||||
|
2023
Q4 | $357K | Buy |
|
|||||
|
2023
Q3 | $309K | Sell |
|
|||||
|
2023
Q2 | $363K | Buy |
|
|||||
|
2023
Q1 | $357K | Buy |
|
|||||
|
2022
Q4 | $348K | Sell |
|
|||||
|
2022
Q3 | $339K | Sell |
|
|||||
|
2022
Q2 | $756K | Buy |
|
|||||
|
2022
Q1 | $746K | Hold |
|
|||||
|
2021
Q4 | $746K | Buy |
|
|||||
|
2021
Q3 | $362K | Buy |
|
|||||
|
2021
Q2 | $346K | Hold |
|
|||||
|
2021
Q1 | $325K | Hold |
|
|||||
|
2020
Q4 | $286K | Buy |
|