MWPCG
Measured Wealth Private Client Group’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
Q3 | – | Sell |
-2,158
| Closed | -$228K | – | 167 |
|
|
2021
Q2 | $228K | Hold |
2,158
| – | – | 0.07% | 158 |
|
|
2021
Q1 | $217K | Buy |
+2,158
| New | +$217K | 0.08% | 147 |
|
|
2020
Q1 | – | Sell |
-2,962
| Closed | -$476K | – | 112 |
|
|
2019
Q4 | $476K | Sell |
2,962
-694
| -19% | -$112K | 0.32% | 49 |
|
|
2019
Q3 | $549K | Sell |
3,656
-567
| -13% | -$85.1K | 0.35% | 46 |
|
|
2019
Q2 | $628K | Buy |
4,223
+909
| +27% | +$135K | 0.36% | 49 |
|
|
2019
Q1 | $489K | Buy |
3,314
+373
| +13% | +$55K | 0.3% | 69 |
|
|
2018
Q4 | $388K | Sell |
2,941
-95
| -3% | -$12.5K | 0.35% | 46 |
|
|
2018
Q3 | $507K | Buy |
3,036
+125
| +4% | +$20.9K | 0.3% | 46 |
|
|
2018
Q2 | $475K | Buy |
+2,911
| New | +$475K | 0.39% | 45 |
|