CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $891K | Buy |
11,533
+2,835
| +33% | +$219K | 0.32% | 66 |
|
2025
Q1 | $594K | Buy |
8,698
+2,503
| +40% | +$171K | 0.25% | 81 |
|
2024
Q4 | $428K | Buy |
6,195
+1,214
| +24% | +$83.8K | 0.16% | 98 |
|
2024
Q3 | $347K | Buy |
4,981
+76
| +2% | +$5.29K | 0.13% | 108 |
|
2024
Q2 | $334K | Buy |
4,905
+81
| +2% | +$5.52K | 0.13% | 107 |
|
2024
Q1 | $319K | Buy |
4,824
+1,618
| +50% | +$107K | 0.13% | 104 |
|
2023
Q4 | $204K | Buy |
+3,206
| New | +$204K | 0.09% | 128 |
|