WDG
Wealth Dimensions Group’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 | $324K | Sell |
3,257
-44
| -1% | -$4.38K | 0.07% | 124 |
|
|
2025
Q1 | $322K | Hold |
3,301
| – | – | 0.08% | 124 |
|
|
2024
Q4 | $358K | Sell |
3,301
-214
| -6% | -$23.2K | 0.09% | 108 |
|
|
2024
Q3 | $378K | Sell |
3,515
-178
| -5% | -$19.2K | 0.1% | 105 |
|
|
2024
Q2 | $359K | Sell |
3,693
-389
| -10% | -$37.8K | 0.1% | 101 |
|
|
2024
Q1 | $419K | Sell |
4,082
-270
| -6% | -$27.7K | 0.12% | 91 |
|
|
2023
Q4 | $449K | Buy |
4,352
+250
| +6% | +$25.8K | 0.14% | 83 |
|
|
2023
Q3 | $366K | Sell |
4,102
-279
| -6% | -$24.9K | 0.13% | 93 |
|
|
2023
Q2 | $417K | Sell |
4,381
-103
| -2% | -$9.79K | 0.15% | 90 |
|
|
2023
Q1 | $420K | Sell |
4,484
-24
| -0.5% | -$2.25K | 0.16% | 83 |
|
|
2022
Q4 | $412K | Hold |
4,508
| – | – | 0.17% | 84 |
|
|
2022
Q3 | $372K | Hold |
4,508
| – | – | 0.18% | 81 |
|
|
2022
Q2 | $401K | Sell |
4,508
-186
| -4% | -$16.5K | 0.19% | 80 |
|
|
2022
Q1 | $481K | Sell |
4,694
-11
| -0.2% | -$1.13K | 0.22% | 76 |
|
|
2021
Q4 | $492K | Sell |
4,705
-129
| -3% | -$13.5K | 0.24% | 75 |
|
|
2021
Q3 | $487K | Hold |
4,834
| – | – | 0.31% | 67 |
|
|
2021
Q2 | $510K | Sell |
4,834
-282
| -6% | -$29.8K | 0.35% | 61 |
|
|
2021
Q1 | $515K | Sell |
5,116
-499
| -9% | -$50.2K | 0.4% | 54 |
|
|
2020
Q4 | $457K | Buy |
+5,615
| New | +$457K | 0.39% | 56 |
|