WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.55K | Sell |
88
-95
| -52% | -$10.3K | ﹤0.01% | 600 |
|
|
2024
Q3 | $19.7K | Sell |
183
-2
| -1% | -$215 | 0.01% | 486 |
|
|
2024
Q2 | $18K | Sell |
185
-222
| -55% | -$21.6K | 0.01% | 461 |
|
|
2024
Q1 | $41.8K | Buy |
+407
| New | +$41.8K | 0.01% | 357 |
|
|
2023
Q4 | – | Sell |
-526
| Closed | -$46.9K | – | 511 |
|
|
2023
Q3 | $46.9K | Sell |
526
-6
| -1% | -$535 | 0.02% | 322 |
|
|
2023
Q2 | $50.6K | Sell |
532
-197
| -27% | -$18.7K | 0.02% | 313 |
|
|
2023
Q1 | $68.2K | Sell |
729
-84
| -10% | -$7.86K | 0.03% | 278 |
|
|
2022
Q4 | $74.2K | Sell |
813
-184
| -18% | -$16.8K | 0.05% | 152 |
|
|
2022
Q3 | $82.2K | Sell |
997
-47
| -5% | -$3.88K | 0.06% | 138 |
|
|
2022
Q2 | $92.9K | Sell |
1,044
-272
| -21% | -$24.2K | 0.06% | 137 |
|
|
2022
Q1 | $135K | Buy |
+1,316
| New | +$135K | 0.08% | 116 |
|