MSWM
McGlone Suttner 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 | $379K | Hold |
3,806
| – | – | 0.06% | 137 |
|
|
2025
Q1 | $371K | Hold |
3,806
| – | – | 0.06% | 134 |
|
|
2024
Q4 | $413K | Hold |
3,806
| – | – | 0.07% | 118 |
|
|
2024
Q3 | $410K | Buy |
3,806
+100
| +3% | +$10.8K | 0.09% | 116 |
|
|
2024
Q2 | $382K | Sell |
3,706
-100
| -3% | -$10.3K | 0.08% | 103 |
|
|
2024
Q1 | $391K | Buy |
3,806
+100
| +3% | +$10.3K | 0.07% | 113 |
|
|
2023
Q4 | $382K | Hold |
3,706
| – | – | 0.08% | 103 |
|
|
2023
Q3 | $331K | Hold |
3,706
| – | – | 0.08% | 99 |
|
|
2023
Q2 | $352K | Hold |
3,706
| – | – | 0.08% | 96 |
|
|
2023
Q1 | $347K | Sell |
3,706
-30
| -0.8% | -$2.81K | 0.09% | 94 |
|
|
2022
Q4 | $341K | Buy |
+3,736
| New | +$341K | 0.11% | 89 |
|