West Coast Financial’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,917
| Closed | -$208K | – | 166 |
|
|
2024
Q4 | $208K | Hold |
1,917
| – | – | 0.02% | 163 |
|
|
2024
Q3 | $206K | Buy |
+1,917
| New | +$206K | 0.02% | 169 |
|
|
2022
Q3 | – | Sell |
-2,692
| Closed | -$240K | – | 125 |
|
|
2022
Q2 | $240K | Hold |
2,692
| – | – | 0.04% | 110 |
|
|
2022
Q1 | $276K | Hold |
2,692
| – | – | 0.04% | 111 |
|
|
2021
Q4 | $281K | Buy |
+2,692
| New | +$281K | 0.04% | 118 |
|
|
2018
Q4 | – | Sell |
-3,010
| Closed | -$251K | – | 120 |
|
|
2018
Q3 | $251K | Buy |
+3,010
| New | +$251K | 0.06% | 118 |
|
|
2017
Q4 | – | Sell |
-3,022
| Closed | -$224K | – | 119 |
|
|
2017
Q3 | $224K | Buy |
+3,022
| New | +$224K | 0.06% | 130 |
|