Wealthspire Advisors (New York)’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 | $1.54M | Buy |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $909K | Buy |
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|
2024
Q2 | $791K | Buy |
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|
2024
Q1 | $820K | Sell |
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|
2023
Q4 | $865K | Sell |
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|
2023
Q3 | $789K | Buy |
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|
2023
Q2 | $779K | Sell |
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|
2023
Q1 | $908K | Buy |
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|
2022
Q4 | $864K | Buy |
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|
2022
Q3 | $665K | Buy |
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|
2022
Q2 | $424K | Buy |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $371K | Sell |
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|
2021
Q3 | $394K | Sell |
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|
2021
Q2 | $528K | Sell |
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|
2021
Q1 | $612K | Buy |
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|
2020
Q4 | $493K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $618K | Buy |
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