HWM
Horizons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-490
| Closed | -$50.5K | – | 179 |
|
|
2024
Q1 | $50.5K | Hold |
490
| – | – | 0.03% | 90 |
|
|
2023
Q4 | $50.5K | Buy |
490
+107
| +28% | +$11K | 0.03% | 90 |
|
|
2023
Q3 | $34.2K | Hold |
383
| – | – | 0.02% | 108 |
|
|
2023
Q2 | $36.4K | Hold |
383
| – | – | 0.03% | 110 |
|
|
2023
Q1 | $35.8K | Buy |
+383
| New | +$35.8K | 0.03% | 100 |
|