Wealth Management Partners’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 | $964K | Sell |
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|
2025
Q1 | $933K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $980K | Sell |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.1M | Hold |
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|
2022
Q2 | $1.17M | Hold |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.42M | Buy |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.43M | Sell |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $1.34M | Buy |
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