WP
WealthShield Partners’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 | $621K | Sell |
6,245
-1,714
| -22% | -$171K | 0.08% | 213 |
|
|
2025
Q1 | $776K | Hold |
7,959
| – | – | 0.1% | 184 |
|
|
2024
Q4 | $864K | Sell |
7,959
-132
| -2% | -$14.3K | 0.12% | 168 |
|
|
2024
Q3 | $871K | Buy |
8,091
+361
| +5% | +$38.9K | 0.12% | 166 |
|
|
2024
Q2 | $752K | Sell |
7,730
-256
| -3% | -$24.9K | 0.11% | 171 |
|
|
2024
Q1 | $821K | Sell |
7,986
-786
| -9% | -$80.8K | 0.13% | 161 |
|
|
2023
Q4 | $904K | Buy |
8,772
+133
| +2% | +$13.7K | 0.15% | 152 |
|
|
2023
Q3 | $775K | Sell |
8,639
-563
| -6% | -$50.5K | 0.12% | 173 |
|
|
2023
Q2 | $875K | Sell |
9,202
-215
| -2% | -$20.4K | 0.13% | 157 |
|
|
2023
Q1 | $881K | Buy |
9,417
+47
| +0.5% | +$4.4K | 0.14% | 159 |
|
|
2022
Q4 | $856K | Sell |
9,370
-53
| -0.6% | -$4.84K | 0.16% | 148 |
|
|
2022
Q3 | $777K | Sell |
9,423
-16,194
| -63% | -$1.34M | 0.15% | 151 |
|
|
2022
Q2 | $2.28M | Buy |
25,617
+16,509
| +181% | +$1.47M | 0.45% | 56 |
|
|
2022
Q1 | $933K | Buy |
+9,108
| New | +$933K | 0.15% | 156 |
|
|
2021
Q2 | – | Sell |
-36
| Closed | -$4K | – | 941 |
|
|
2021
Q1 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 990 |
|