United Capital 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 | $21.4M | Sell |
|
|||||
|
2025
Q2 | $19.8M | Buy |
|
|||||
|
2025
Q1 | $19.4M | Sell |
|
|||||
|
2024
Q4 | $22.2M | Sell |
|
|||||
|
2024
Q3 | $22.5M | Buy |
|
|||||
|
2024
Q2 | $20.1M | Sell |
|
|||||
|
2024
Q1 | $21.9M | Sell |
|
|||||
|
2023
Q4 | $23.7M | Sell |
|
|||||
|
2023
Q3 | $38.2M | Sell |
|
|||||
|
2023
Q2 | $66.3M | Sell |
|
|||||
|
2023
Q1 | $66.3M | Sell |
|
|||||
|
2022
Q4 | $68M | Sell |
|
|||||
|
2022
Q3 | $64.6M | Sell |
|
|||||
|
2022
Q2 | $71.8M | Sell |
|
|||||
|
2022
Q1 | $85.1M | Sell |
|
|||||
|
2021
Q4 | $90.5M | Sell |
|
|||||
|
2021
Q3 | $87.8M | Sell |
|
|||||
|
2021
Q2 | $92.3M | Sell |
|
|||||
|
2021
Q1 | $97.3M | Sell |
|
|||||
|
2020
Q4 | $87.2M | Sell |
|
|||||
|
2020
Q3 | $81.2M | Sell |
|
|||||
|
2020
Q2 | $79.9M | Buy |
|
|||||
|
2020
Q1 | $63.3M | Buy |
|
|||||
|
2019
Q4 | $73.5M | Buy |
|
|||||
|
2019
Q3 | $67.2M | Buy |
|
|||||
|
2019
Q2 | $64.9M | Buy |
|
|||||
|
2019
Q1 | $62.6M | Buy |
|
|||||
|
2018
Q4 | $54.6M | Buy |
|
|||||
|
2018
Q3 | $68.4M | Buy |
|
|||||
|
2018
Q2 | $66.3M | Buy |
|
|||||
|
2018
Q1 | $60.1M | Buy |
|
|||||
|
2017
Q4 | $59.6M | Buy |
|
|||||
|
2017
Q3 | $56M | Buy |
|
|||||
|
2017
Q2 | $51M | Buy |
|
|||||
|
2017
Q1 | $47.1M | Sell |
|
|||||
|
2016
Q4 | $47.8M | Sell |
|
|||||
|
2016
Q3 | $42.8M | Buy |
|
|||||
|
2016
Q2 | $37.9M | Buy |
|
|||||
|
2016
Q1 | $33.3M | Buy |
|
|||||
|
2015
Q4 | $27.5M | Buy |
|
|||||
|
2015
Q3 | $25.6M | Buy |
|
|||||
|
2015
Q2 | $27.5M | Buy |
|
|||||
|
2015
Q1 | $25.6M | Buy |
|
|||||
|
2014
Q4 | $12.7M | Sell |
|
|||||
|
2014
Q3 | $18.9M | Sell |
|
|||||
|
2014
Q2 | $20.5M | Buy |
|
|||||
|
2014
Q1 | $18.9M | Buy |
|
|||||
|
2013
Q4 | $264K | Sell |
|
|||||
|
2013
Q3 | $13M | Buy |
|
|||||
|
2013
Q2 | $10.4M | Buy |
|