WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.03M | Sell |
|
|||||
|
2023
Q3 | $1.75M | Sell |
|
|||||
|
2023
Q2 | $1.88M | Sell |
|
|||||
|
2023
Q1 | $1.86M | Sell |
|
|||||
|
2022
Q4 | $2M | Sell |
|
|||||
|
2022
Q3 | $2.06M | Sell |
|
|||||
|
2022
Q2 | $13.3M | Buy |
|
|||||
|
2022
Q1 | $2.1M | Sell |
|
|||||
|
2021
Q4 | $2.14M | Sell |
|
|||||
|
2021
Q3 | $2.07M | Sell |
|
|||||
|
2021
Q2 | $2.17M | Sell |
|
|||||
|
2021
Q1 | $2.32M | Hold |
|
|||||
|
2020
Q4 | $1.87M | Sell |
|
|||||
|
2020
Q3 | $2.63M | Sell |
|
|||||
|
2020
Q2 | $2.63M | Buy |
|
|||||
|
2020
Q1 | $1.66M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $242K | Sell |
|
|||||
|
2018
Q2 | $447K | Sell |
|
|||||
|
2018
Q1 | $635K | Sell |
|
|||||
|
2017
Q4 | $944K | Sell |
|
|||||
|
2017
Q3 | $1.01M | Buy |
|
|||||
|
2017
Q2 | $925K | Buy |
|
|||||
|
2017
Q1 | $874K | Sell |
|
|||||
|
2016
Q4 | $1.44M | Sell |
|
|||||
|
2016
Q3 | $1.59M | Buy |
|
|||||
|
2016
Q2 | $962K | Buy |
|
|||||
|
2016
Q1 | $413K | Buy |
|