Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $373K | Hold |
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|
2023
Q4 | $374K | Sell |
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|
2023
Q3 | $352K | Hold |
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|
2023
Q2 | $375K | Sell |
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|
2023
Q1 | $484K | Buy |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $414K | Sell |
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|
2022
Q1 | $455K | Hold |
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|
2021
Q4 | $489K | Hold |
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|
2021
Q3 | $471K | Hold |
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|
2021
Q2 | $493K | Hold |
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|
2021
Q1 | $471K | Buy |
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|
2020
Q4 | $375K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $145K | Buy |
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