Dogwood Wealth Management LLC Ishares S&P Smallcap 600 Value Transaction History

Dogwood Wealth Management LLC

$220 Billion
Q3 2025

A detailed history of Dogwood Wealth Management LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 1,493 shares of IJS stock, worth $164,498. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,493

Previous 1,283 16.37%

Holding current value

$164,498

Previous $132 Million 24.73%

% of portfolio

0.08%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$98.99 - $112.2 $20,787 - $23,562	210 Added 16.37%	1,493 $165 Million
Q2 2025 Jul 18, 2025	BUY	$83.54 - $100.04 $167 - $200	2 Added 0.16%	1,283 $132 Million
Q1 2025 Apr 30, 2025	BUY	$96.3 - $112.23 $96 - $112	1 Added 0.08%	1,281 $125 Million
Q4 2024 Mar 04, 2025	SELL	$104.59 - $118.05 $4,706 - $5,312	-45 Reduced 3.4%	1,280 $139 Million
Q3 2024 Feb 28, 2025	SELL	$95.81 - $109.03 $46,372 - $52,770	-484 Reduced 26.68%	1,330 $143 Million

Q2 2024 Mar 04, 2025	SELL	$94.12 - $102.13 $470 - $510	-5 Reduced 0.38%	1,325 $129 Million
Q1 2024 Feb 28, 2025	SELL	$95.88 - $102.78 $47,364 - $50,773	-494 Reduced 21.4%	1,814 $186 Million
Q4 2023 Feb 28, 2025	BUY	$82.1 - $104.53 $189,486 - $241,255	2,308 New	2,308 $238 Million

Others Institutions Holding IJS

# of Institutions

912

Shares Held

39.2M

Call Options Held

27.8K

Put Options Held

14.9K

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
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Dogwood Wealth Management LLC Ishares S&P Smallcap 600 Value Transaction History