JPWM
Jamison Private 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 | $1.04M | Sell |
13,483
-930
| -6% | -$71.9K | 0.15% | 103 |
|
|
2025
Q1 | $1.01M | Sell |
14,413
-443
| -3% | -$30.9K | 0.15% | 106 |
|
|
2024
Q4 | $983K | Buy |
14,856
+1,298
| +10% | +$85.9K | 0.15% | 109 |
|
|
2024
Q3 | $985K | Buy |
13,558
+1,133
| +9% | +$82.3K | 0.15% | 105 |
|
|
2024
Q2 | $839K | Sell |
12,425
-114
| -0.9% | -$7.7K | 0.14% | 105 |
|
|
2024
Q1 | $851K | Buy |
12,539
+879
| +8% | +$59.6K | 0.14% | 107 |
|
|
2023
Q4 | $757K | Buy |
11,660
+1,289
| +12% | +$83.7K | 0.14% | 105 |
|
|
2023
Q3 | $622K | Buy |
+10,371
| New | +$622K | 0.13% | 110 |
|