Waverly 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
Q2 | $13.9M | Sell |
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|
2025
Q1 | $15.1M | Sell |
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|
2024
Q4 | $17.4M | Sell |
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|
2024
Q3 | $17.7M | Sell |
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|
2024
Q2 | $17.6M | Sell |
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|
2024
Q1 | $20.9M | Sell |
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|
2023
Q4 | $22.9M | Sell |
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|
2023
Q3 | $21.8M | Sell |
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|
2023
Q2 | $24.8M | Sell |
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|
2023
Q1 | $26.1M | Sell |
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|
2022
Q4 | $26.8M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $626K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $24K | Buy |
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