MWM
Marion 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 | – | Sell |
-3,449
| Closed | -$336K | – | 136 |
|
|
2025
Q1 | $336K | Hold |
3,449
| – | – | 0.09% | 100 |
|
|
2024
Q4 | $375K | Hold |
3,449
| – | – | 0.1% | 99 |
|
|
2024
Q3 | $371K | Buy |
3,449
+1,076
| +45% | +$116K | 0.1% | 101 |
|
|
2024
Q2 | $231K | Buy |
+2,373
| New | +$231K | 0.07% | 115 |
|