MWA
MFA Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-50,219
| Closed | -$5.25M | – | 72 |
|
|
2021
Q4 | $5.25M | Buy |
50,219
+2,013
| +4% | +$210K | 2.22% | 18 |
|
|
2021
Q3 | $4.85M | Buy |
48,206
+1,920
| +4% | +$193K | 2.23% | 19 |
|
|
2021
Q2 | $4.88M | Buy |
46,286
+3,743
| +9% | +$395K | 2.2% | 18 |
|
|
2021
Q1 | $4.29M | Buy |
+42,543
| New | +$4.29M | 2.08% | 20 |
|