MWM
Mascoma 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 | $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 | +$13K | ﹤0.01% | 370 |
|