MWP
Meredith Wealth Planning’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 | $555K | Buy |
5,580
+15
| +0.3% | +$1.49K | 0.2% | 37 |
|
|
2025
Q1 | $542K | Sell |
5,565
-41
| -0.7% | -$4K | 0.24% | 33 |
|
|
2024
Q4 | $609K | Buy |
5,606
+16
| +0.3% | +$1.74K | 0.27% | 33 |
|
|
2024
Q3 | $602K | Buy |
5,590
+18
| +0.3% | +$1.94K | 0.29% | 32 |
|
|
2024
Q2 | $542K | Buy |
5,572
+52
| +0.9% | +$5.06K | 0.28% | 30 |
|
|
2024
Q1 | $567K | Sell |
5,520
-95
| -2% | -$9.76K | 0.32% | 28 |
|
|
2023
Q4 | $579K | Buy |
5,615
+132
| +2% | +$13.6K | 0.36% | 27 |
|
|
2023
Q3 | $489K | Sell |
5,483
-10
| -0.2% | -$892 | 0.36% | 26 |
|
|
2023
Q2 | $522K | Buy |
5,493
+23
| +0.4% | +$2.19K | 0.42% | 23 |
|
|
2023
Q1 | $512K | Buy |
5,470
+3
| +0.1% | +$281 | 0.41% | 24 |
|
|
2022
Q4 | $499K | Buy |
+5,467
| New | +$499K | 0.43% | 24 |
|