WANY
Wealthspire Advisors (New York)’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 | $1.54M | Buy |
15,470
+922
| +6% | +$91.7K | 0.01% | 318 |
|
|
2025
Q1 | $1.42M | Buy |
14,548
+119
| +0.8% | +$11.6K | 0.01% | 324 |
|
|
2024
Q4 | $1.57M | Buy |
14,429
+5,984
| +71% | +$650K | 0.02% | 285 |
|
|
2024
Q3 | $909K | Buy |
8,445
+318
| +4% | +$34.2K | 0.01% | 389 |
|
|
2024
Q2 | $791K | Buy |
8,127
+146
| +2% | +$14.2K | 0.01% | 352 |
|
|
2024
Q1 | $820K | Sell |
7,981
-410
| -5% | -$42.1K | 0.01% | 342 |
|
|
2023
Q4 | $865K | Sell |
8,391
-452
| -5% | -$46.6K | 0.01% | 335 |
|
|
2023
Q3 | $789K | Buy |
8,843
+654
| +8% | +$58.4K | 0.01% | 317 |
|
|
2023
Q2 | $779K | Sell |
8,189
-1,511
| -16% | -$144K | 0.01% | 295 |
|
|
2023
Q1 | $908K | Buy |
9,700
+237
| +3% | +$22.2K | 0.02% | 260 |
|
|
2022
Q4 | $864K | Buy |
9,463
+1,392
| +17% | +$127K | 0.02% | 288 |
|
|
2022
Q3 | $665K | Buy |
8,071
+3,307
| +69% | +$272K | 0.01% | 294 |
|
|
2022
Q2 | $424K | Buy |
4,764
+909
| +24% | +$80.9K | 0.01% | 342 |
|
|
2022
Q1 | $395K | Buy |
3,855
+301
| +8% | +$30.8K | 0.01% | 308 |
|
|
2021
Q4 | $371K | Sell |
3,554
-358
| -9% | -$37.4K | 0.01% | 376 |
|
|
2021
Q3 | $394K | Sell |
3,912
-1,098
| -22% | -$111K | 0.01% | 404 |
|
|
2021
Q2 | $528K | Sell |
5,010
-1,068
| -18% | -$113K | 0.01% | 221 |
|
|
2021
Q1 | $612K | Buy |
6,078
+14
| +0.2% | +$1.41K | 0.01% | 346 |
|
|
2020
Q4 | $493K | Buy |
+6,064
| New | +$493K | 0.01% | 311 |
|
|
2020
Q2 | – | Sell |
-6,184
| Closed | -$618K | – | 397 |
|
|
2020
Q1 | $618K | Buy |
+6,184
| New | +$618K | 0.03% | 263 |
|