Wealth Enhancement Advisory Services’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 | $28.4M | Sell |
273,704
-148,317
| -35% | -$15.4M | 0.05% | 334 |
|
|
2025
Q1 | $41.1M | Buy |
422,021
+368,663
| +691% | +$35.9M | 0.08% | 241 |
|
|
2024
Q4 | $5.8M | Buy |
53,358
+3,305
| +7% | +$359K | 0.01% | 745 |
|
|
2024
Q3 | $5.39M | Sell |
50,053
-2,534
| -5% | -$273K | 0.01% | 695 |
|
|
2024
Q2 | $5.12M | Sell |
52,587
-294
| -0.6% | -$28.6K | 0.01% | 681 |
|
|
2024
Q1 | $5.43M | Sell |
52,881
-1,953
| -4% | -$201K | 0.01% | 639 |
|
|
2023
Q4 | $5.65M | Buy |
54,834
+621
| +1% | +$64K | 0.02% | 580 |
|
|
2023
Q3 | $4.84M | Buy |
54,213
+50,691
| +1,439% | +$4.52M | 0.02% | 589 |
|
|
2023
Q2 | $335K | Sell |
3,522
-102,691
| -97% | -$9.77M | ﹤0.01% | 415 |
|
|
2023
Q1 | $9.94M | Sell |
106,213
-125,357
| -54% | -$11.7M | 0.12% | 91 |
|
|
2022
Q4 | $23M | Buy |
231,570
+18,337
| +9% | +$1.82M | 0.3% | 55 |
|
|
2022
Q3 | $18.1M | Buy |
213,233
+38,429
| +22% | +$3.26M | 0.26% | 59 |
|
|
2022
Q2 | $15.6M | Buy |
174,804
+33,558
| +24% | +$3M | 0.22% | 61 |
|
|
2022
Q1 | $14.5M | Buy |
141,246
+21,300
| +18% | +$2.19M | 0.2% | 66 |
|
|
2021
Q4 | $12M | Buy |
119,946
+23,151
| +24% | +$2.31M | 0.17% | 64 |
|
|
2021
Q3 | $10.1M | Buy |
96,795
+16,679
| +21% | +$1.74M | 0.15% | 73 |
|
|
2021
Q2 | $8.06M | Buy |
80,116
+4,845
| +6% | +$487K | 0.13% | 79 |
|
|
2021
Q1 | $7.68M | Buy |
75,271
+11,698
| +18% | +$1.19M | 0.14% | 73 |
|
|
2020
Q4 | $5.63M | Buy |
63,573
+35,427
| +126% | +$3.14M | 0.13% | 66 |
|
|
2020
Q3 | $3.78M | Buy |
28,146
+1,047
| +4% | +$141K | 0.1% | 74 |
|
|
2020
Q2 | $3.36M | Sell |
27,099
-17,255
| -39% | -$2.14M | 0.1% | 81 |
|
|
2020
Q1 | $4.97M | Buy |
44,354
+23,345
| +111% | +$2.62M | 0.18% | 58 |
|
|
2019
Q4 | $3.38M | Buy |
21,009
+6,714
| +47% | +$1.08M | 0.12% | 74 |
|
|
2019
Q3 | $2.11M | Buy |
14,295
+5,453
| +62% | +$804K | 0.09% | 96 |
|
|
2019
Q2 | $1.32M | Buy |
8,842
+4,846
| +121% | +$722K | 0.06% | 125 |
|
|
2019
Q1 | $615K | Buy |
+3,996
| New | +$615K | 0.03% | 160 |
|