MWM
MGB 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 | $19.7K | Sell |
198
-39
| -16% | -$3.87K | 0.01% | 283 |
|
|
2025
Q1 | $23.1K | Hold |
237
| – | – | 0.01% | 266 |
|
|
2024
Q4 | $25.8K | Hold |
237
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $25.5K | Hold |
237
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $24K | Hold |
237
| – | – | 0.01% | 249 |
|
|
2024
Q1 | $24.3K | Hold |
237
| – | – | 0.01% | 237 |
|
|
2023
Q4 | $24.4K | Buy |
+237
| New | +$24.4K | 0.01% | 232 |
|