Whittier Trust’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
Q3 | $394K | Buy |
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|
2025
Q2 | $346K | Hold |
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|
2025
Q1 | $339K | Hold |
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|
2024
Q4 | $378K | Buy |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $325K | Hold |
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|
2024
Q1 | $343K | Hold |
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|
2023
Q4 | $344K | Hold |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $313K | Hold |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $368K | Hold |
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|
2021
Q4 | $376K | Hold |
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|
2021
Q3 | $362K | Sell |
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|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $337K | Hold |
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|
2020
Q4 | $272K | Hold |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $243K | Hold |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $373K | Hold |
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|
2019
Q3 | $348K | Buy |
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|
2019
Q2 | $225K | Hold |
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|
2019
Q1 | $223K | Hold |
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|
2018
Q4 | $199K | Sell |
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|
2018
Q3 | $470K | Hold |
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|
2018
Q2 | $459K | Buy |
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|
2018
Q1 | $420K | Buy |
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|
2017
Q4 | $236K | Buy |
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|
2017
Q3 | $220K | Hold |
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|
2017
Q2 | $207K | Hold |
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|
2017
Q1 | $206K | Hold |
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|
2016
Q4 | $208K | Sell |
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|
2016
Q3 | $201K | Hold |
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|
2016
Q2 | $188K | Hold |
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|
2016
Q1 | $183K | Hold |
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|
2015
Q4 | $174K | Hold |
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|
2015
Q3 | $169K | Hold |
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|
2015
Q2 | $190K | Hold |
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|
2015
Q1 | $192K | Hold |
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|
2014
Q4 | $190K | Sell |
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|
2014
Q3 | $196K | Buy |
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|
2014
Q2 | $149K | Sell |
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|
2014
Q1 | $158K | Hold |
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|
2013
Q4 | $155K | Sell |
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|
2013
Q3 | $169K | Sell |
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|
2013
Q2 | $167K | Buy |
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