VPWA
Vestia Personal Wealth 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 | $548K | Sell |
5,510
-382
| -6% | -$38K | 0.38% | 43 |
|
|
2025
Q1 | $574K | Buy |
5,892
+79
| +1% | +$7.7K | 0.45% | 37 |
|
|
2024
Q4 | $631K | Buy |
5,813
+65
| +1% | +$7.06K | 0.52% | 34 |
|
|
2024
Q3 | $619K | Sell |
5,748
-123
| -2% | -$13.2K | 0.58% | 35 |
|
|
2024
Q2 | $571K | Buy |
+5,871
| New | +$571K | 0.61% | 33 |
|