WH
Willner & Heller’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
2,978
+73
| +3% | +$7.26K | 0.25% | 116 |
|
|
2025
Q1 | $283K | Sell |
2,905
-433
| -13% | -$42.2K | 0.26% | 122 |
|
|
2024
Q4 | $362K | Buy |
3,338
+135
| +4% | +$14.7K | 0.32% | 102 |
|
|
2024
Q3 | $345K | Buy |
3,203
+17
| +0.5% | +$1.83K | 0.31% | 110 |
|
|
2024
Q2 | $310K | Sell |
3,186
-377
| -11% | -$36.7K | 0.3% | 110 |
|
|
2024
Q1 | $366K | Buy |
3,563
+35
| +1% | +$3.6K | 0.36% | 96 |
|
|
2023
Q4 | $364K | Buy |
+3,528
| New | +$364K | 0.41% | 89 |
|
|
2022
Q4 | $308K | Buy |
3,368
+355
| +12% | +$32.4K | 0.44% | 87 |
|
|
2022
Q3 | $248K | Buy |
3,013
+18
| +0.6% | +$1.48K | 0.4% | 92 |
|
|
2022
Q2 | $267K | Buy |
2,995
+100
| +3% | +$8.92K | 0.42% | 94 |
|
|
2022
Q1 | $302K | Buy |
2,895
+123
| +4% | +$12.8K | 0.37% | 99 |
|
|
2021
Q4 | $279K | Buy |
+2,772
| New | +$279K | 0.37% | 97 |
|