DWM
Dogwood Wealth Management’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 | $132K | Buy |
1,283
+2
| +0.2% | +$206 | 0.06% | 94 |
|
|
2025
Q1 | $125K | Buy |
1,281
+1
| +0.1% | +$97 | 0.07% | 94 |
|
|
2024
Q4 | $139K | Sell |
1,280
-50
| -4% | -$5.43K | 0.07% | 92 |
|
|
2024
Q3 | $143K | Buy |
1,330
+5
| +0.4% | +$538 | 0.08% | 90 |
|
|
2024
Q2 | $129K | Sell |
1,325
-489
| -27% | -$47.6K | 0.08% | 91 |
|
|
2024
Q1 | $186K | Sell |
1,814
-494
| -21% | -$50.8K | 0.13% | 78 |
|
|
2023
Q4 | $238K | Buy |
+2,308
| New | +$238K | 0.19% | 72 |
|