Wealth Dimensions Group’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
$367K Buy
2025
Q2
$324K Sell
2025
Q1
$322K Hold
2024
Q4
$358K Sell
2024
Q3
$378K Sell
2024
Q2
$359K Sell
2024
Q1
$419K Sell
2023
Q4
$449K Buy
2023
Q3
$366K Sell
2023
Q2
$417K Sell
2023
Q1
$420K Sell
2022
Q4
$412K Hold
2022
Q3
$372K Hold
2022
Q2
$401K Sell
2022
Q1
$481K Sell
2021
Q4
$492K Sell
2021
Q3
$487K Hold
2021
Q2
$510K Sell
2021
Q1
$515K Sell
2020
Q4
$457K Buy