Wealthquest’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-2,872
Closed -$215K 136
2019
Q3
$215K Hold
2,872
0.07% 124
2019
Q2
$213K Hold
2,872
0.08% 120
2019
Q1
$211K Hold
2,872
0.08% 124
2018
Q4
$239K Buy
+2,872
New +$239K 0.1% 110