WestHill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40
| Closed | -$3.57K | – | 87 |
|
|
2023
Q3 | $3.57K | Hold |
40
| – | – | ﹤0.01% | 112 |
|
|
2023
Q2 | $3.8K | Hold |
40
| – | – | ﹤0.01% | 106 |
|
|
2023
Q1 | $3.74K | Hold |
40
| – | – | ﹤0.01% | 107 |
|
|
2022
Q4 | $3.65K | Hold |
40
| – | – | ﹤0.01% | 115 |
|
|
2022
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 106 |
|
|
2022
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 109 |
|
|
2022
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 116 |
|
|
2021
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 117 |
|
|
2021
Q3 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 102 |
|
|
2021
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 81 |
|
|
2020
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 80 |
|