MWM
Mattern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-86,572
| Closed | -$8.72M | – | 172 |
|
|
2021
Q3 | $8.72M | Sell |
86,572
-711
| -0.8% | -$71.6K | 2.93% | 8 |
|
|
2021
Q2 | $8.62M | Sell |
87,283
-10,563
| -11% | -$1.04M | 2.75% | 10 |
|
|
2021
Q1 | $9.86M | Buy |
+97,846
| New | +$9.86M | 3.47% | 5 |
|
|
2020
Q1 | – | Sell |
-2,997
| Closed | -$482K | – | 127 |
|
|
2019
Q4 | $482K | Buy |
+2,997
| New | +$482K | 0.29% | 95 |
|