MWM
Modern 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 | $444K | Sell |
4,461
-15,649
| -78% | -$1.56M | 0.01% | 498 |
|
|
2025
Q1 | $1.96M | Buy |
20,110
+15,462
| +333% | +$1.51M | 0.06% | 207 |
|
|
2024
Q4 | $505K | Buy |
4,648
+1,250
| +37% | +$136K | 0.02% | 363 |
|
|
2024
Q3 | $366K | Sell |
3,398
-103
| -3% | -$11.1K | 0.02% | 305 |
|
|
2024
Q2 | $341K | Buy |
3,501
+78
| +2% | +$7.59K | 0.03% | 282 |
|
|
2024
Q1 | $352K | Sell |
3,423
-449
| -12% | -$46.1K | 0.03% | 220 |
|
|
2023
Q4 | $399K | Buy |
+3,872
| New | +$399K | 0.05% | 110 |
|