VA
Valmark Advisers’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 | $358K | Hold |
3,601
| – | – | 0.01% | 499 |
|
|
2025
Q1 | $351K | Sell |
3,601
-79
| -2% | -$7.7K | 0.01% | 481 |
|
|
2024
Q4 | $400K | Hold |
3,680
| – | – | 0.01% | 457 |
|
|
2024
Q3 | $396K | Sell |
3,680
-584
| -14% | -$62.9K | 0.01% | 456 |
|
|
2024
Q2 | $415K | Sell |
4,264
-378
| -8% | -$36.8K | 0.01% | 420 |
|
|
2024
Q1 | $477K | Buy |
4,642
+403
| +10% | +$41.4K | 0.01% | 386 |
|
|
2023
Q4 | $437K | Buy |
4,239
+431
| +11% | +$44.4K | 0.01% | 369 |
|
|
2023
Q3 | $340K | Sell |
3,808
-421
| -10% | -$37.6K | 0.01% | 379 |
|
|
2023
Q2 | $402K | Sell |
4,229
-81
| -2% | -$7.7K | 0.01% | 363 |
|
|
2023
Q1 | $403K | Buy |
4,310
+1,859
| +76% | +$174K | 0.01% | 349 |
|
|
2022
Q4 | $224K | Buy |
+2,451
| New | +$224K | 0.01% | 411 |
|