UIA
Ulland Investment 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 | $25K | Hold |
250
| – | – | 0.02% | 138 |
|
|
2025
Q1 | $24K | Hold |
250
| – | – | 0.02% | 143 |
|
|
2024
Q4 | $27K | Hold |
250
| – | – | 0.02% | 141 |
|
|
2024
Q3 | $27K | Hold |
250
| – | – | 0.02% | 128 |
|
|
2024
Q2 | $24K | Hold |
250
| – | – | 0.02% | 136 |
|
|
2024
Q1 | $26K | Hold |
250
| – | – | 0.02% | 135 |
|
|
2023
Q4 | $26K | Hold |
250
| – | – | 0.03% | 124 |
|
|
2023
Q3 | $22K | Hold |
250
| – | – | 0.02% | 136 |
|
|
2023
Q2 | $24K | Hold |
250
| – | – | 0.02% | 129 |
|
|
2023
Q1 | $23K | Hold |
250
| – | – | 0.03% | 123 |
|
|
2022
Q4 | $23K | Hold |
250
| – | – | 0.03% | 124 |
|
|
2022
Q3 | $21K | Hold |
250
| – | – | 0.02% | 130 |
|
|
2022
Q2 | $22K | Hold |
250
| – | – | 0.02% | 137 |
|
|
2022
Q1 | $26K | Hold |
250
| – | – | 0.02% | 139 |
|
|
2021
Q4 | $26K | Buy |
+250
| New | +$26K | 0.02% | 132 |
|