Wellspring Financial Advisors’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
2021
Q2
Sell
-2,344
Closed -$234K 105
2021
Q1
$234K Buy
+2,344
New +$234K 0.11% 75
2020
Q2
Sell
-4,688
Closed -$234K 91
2020
Q1
$234K Buy
+4,688
New +$234K 0.11% 75