IWAG
Integer Wealth Advisors Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.44M | Buy |
23,394
+2,175
| +10% | +$226K | 1.33% | 24 |
|
|
2020
Q4 | $1.91M | Buy |
21,219
+7,740
| +57% | +$696K | 1.26% | 25 |
|
|
2020
Q3 | $1.82M | Buy |
13,479
+496
| +4% | +$66.9K | 1.67% | 19 |
|
|
2020
Q2 | $1.66M | Buy |
12,983
+149
| +1% | +$19.1K | 1.7% | 19 |
|
|
2020
Q1 | $1.62M | Sell |
12,834
-606
| -5% | -$76.4K | 1.84% | 19 |
|
|
2019
Q4 | $2.25M | Buy |
+13,440
| New | +$2.25M | 2.23% | 15 |
|