WQ
Wealth Quarterback’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 | $247K | Sell |
2,481
-3,297
| -57% | -$328K | 0.12% | 122 |
|
|
2025
Q1 | $563K | Sell |
5,778
-65,968
| -92% | -$6.43M | 0.32% | 73 |
|
|
2024
Q4 | $7.79M | Buy |
71,746
+1,348
| +2% | +$146K | 3.66% | 6 |
|
|
2024
Q3 | $7.58M | Buy |
70,398
+42,334
| +151% | +$4.56M | 3.94% | 6 |
|
|
2024
Q2 | $2.73M | Sell |
28,064
-1,586
| -5% | -$154K | 1.55% | 14 |
|
|
2024
Q1 | $3.05M | Sell |
29,650
-60,123
| -67% | -$6.18M | 1.7% | 15 |
|
|
2023
Q4 | $9.25M | Buy |
89,773
+50,784
| +130% | +$5.23M | 5.65% | 2 |
|
|
2023
Q3 | $3.48M | Buy |
+38,989
| New | +$3.48M | 3.01% | 10 |
|
|
2023
Q1 | – | Sell |
-2,215
| Closed | -$202K | – | 123 |
|
|
2022
Q4 | $202K | Sell |
2,215
-872
| -28% | -$79.6K | 0.17% | 108 |
|
|
2022
Q3 | $255K | Sell |
3,087
-1,480
| -32% | -$122K | 0.27% | 81 |
|
|
2022
Q2 | $407K | Buy |
+4,567
| New | +$407K | 0.32% | 74 |
|
|
2021
Q3 | $529K | Sell |
5,250
-391
| -7% | -$39.4K | 0.35% | 61 |
|
|
2021
Q2 | $595K | Buy |
+5,641
| New | +$595K | 0.36% | 63 |
|
|
2020
Q4 | $1.19M | Buy |
14,619
+7,013
| +92% | +$570K | 0.99% | 26 |
|
|
2020
Q3 | $915K | Hold |
7,606
| – | – | 0.84% | 37 |
|
|
2020
Q2 | $915K | Buy |
7,606
+2,635
| +53% | +$317K | 0.84% | 37 |
|
|
2020
Q1 | $509K | Buy |
4,971
+4,152
| +507% | +$425K | 0.47% | 48 |
|
|
2019
Q4 | $132K | Buy |
+819
| New | +$132K | 0.11% | 135 |
|