MWM
IJS icon

Mascoma Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Mascoma Wealth Management’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-120
Closed -$11.9K – 472
2025
Q2 		$11.9K Hold
120
– – ﹤0.01% 304
2025
Q1 		$11.7K Hold
120
– – ﹤0.01% 313
2024
Q4 		$13K Hold
120
– – ﹤0.01% 319
2024
Q3 		$12.9K Hold
120
– – ﹤0.01% 306
2024
Q2 		$11.7K Hold
120
– – ﹤0.01% 320
2024
Q1 		$12.3K Hold
120
– – ﹤0.01% 296
2023
Q4 		$12.4K Hold
120
– – ﹤0.01% 304
2023
Q3 		$10.7K Hold
120
– – ﹤0.01% 322
2023
Q2 		$11.9K Hold
120
– – ﹤0.01% 307
2023
Q1 		$11K Hold
120
– – ﹤0.01% 394
2022
Q4 		$11K Hold
120
– – ﹤0.01% 395
2022
Q3 		$10K Hold
120
– – ﹤0.01% 399
2022
Q2 		$11K Hold
120
– – ﹤0.01% 407
2022
Q1 		$12K Hold
120
– – ﹤0.01% 417
2021
Q4 		$13K Buy
+120
New +$12.6K ﹤0.01% 370

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UBS Group
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LPL Financial
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PCIA
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MWM
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Ameriprise
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