MWPCG
Measured Wealth Private Client Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,009
| Closed | -$227K | – | 166 |
|
|
2021
Q2 | $227K | Buy |
+2,009
| New | +$227K | 0.07% | 159 |
|
|
2020
Q1 | – | Sell |
-2,931
| Closed | -$246K | – | 111 |
|
|
2019
Q4 | $246K | Sell |
2,931
-415
| -12% | -$34.8K | 0.16% | 86 |
|
|
2019
Q3 | $260K | Sell |
3,346
-699
| -17% | -$54.3K | 0.17% | 93 |
|
|
2019
Q2 | $317K | Sell |
4,045
-92
| -2% | -$7.21K | 0.18% | 121 |
|
|
2019
Q1 | $319K | Buy |
4,137
+639
| +18% | +$49.3K | 0.2% | 116 |
|
|
2018
Q4 | $242K | Buy |
3,498
+1,023
| +41% | +$70.8K | 0.22% | 80 |
|
|
2018
Q3 | $216K | Buy |
+2,475
| New | +$216K | 0.13% | 139 |
|