MFT
Moisand Fitzgerald Tamayo’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 | $68.8K | Hold |
691
| – | – | 0.01% | 167 |
|
|
2025
Q1 | $67.4K | Hold |
691
| – | – | 0.01% | 166 |
|
|
2024
Q4 | $75K | Hold |
691
| – | – | 0.01% | 160 |
|
|
2024
Q3 | $74.4K | Sell |
691
-12
| -2% | -$1.29K | 0.01% | 165 |
|
|
2024
Q2 | $68.4K | Sell |
703
-42
| -6% | -$4.08K | 0.01% | 155 |
|
|
2024
Q1 | $76.5K | Sell |
745
-81
| -10% | -$8.32K | 0.01% | 150 |
|
|
2023
Q4 | $85.1K | Buy |
826
+59
| +8% | +$6.08K | 0.01% | 139 |
|
|
2023
Q3 | $68.4K | Sell |
767
-762
| -50% | -$68K | 0.01% | 154 |
|
|
2023
Q2 | $145K | Sell |
1,529
-35
| -2% | -$3.33K | 0.03% | 112 |
|
|
2023
Q1 | $146K | Sell |
1,564
-20
| -1% | -$1.87K | 0.03% | 113 |
|
|
2022
Q4 | $145K | Buy |
1,584
+2
| +0.1% | +$183 | 0.03% | 110 |
|
|
2022
Q3 | $130K | Sell |
1,582
-378
| -19% | -$31.1K | 0.04% | 111 |
|
|
2022
Q2 | $174K | Buy |
1,960
+882
| +82% | +$78.3K | 0.05% | 102 |
|
|
2022
Q1 | $110K | Sell |
1,078
-993
| -48% | -$101K | 0.05% | 82 |
|
|
2021
Q4 | $216K | Sell |
2,071
-39
| -2% | -$4.07K | 0.06% | 87 |
|
|
2021
Q3 | $212K | Buy |
2,110
+6
| +0.3% | +$603 | 0.07% | 85 |
|
|
2021
Q2 | $222K | Sell |
2,104
-24
| -1% | -$2.53K | 0.08% | 81 |
|
|
2021
Q1 | $214K | Buy |
2,128
+2
| +0.1% | +$201 | 0.09% | 78 |
|
|
2020
Q4 | $173K | Buy |
2,126
+1,009
| +90% | +$82.1K | 0.08% | 80 |
|
|
2020
Q3 | $137K | Buy |
1,117
+2
| +0.2% | +$245 | 0.07% | 81 |
|
|
2020
Q2 | $134K | Sell |
1,115
-102
| -8% | -$12.3K | 0.07% | 79 |
|
|
2020
Q1 | $122K | Sell |
1,217
-227
| -16% | -$22.8K | 0.08% | 79 |
|
|
2019
Q4 | $232K | Buy |
1,444
+1
| +0.1% | +$161 | 0.12% | 73 |
|
|
2019
Q3 | $217K | Buy |
1,443
+27
| +2% | +$4.06K | 0.12% | 73 |
|
|
2019
Q2 | $210K | Sell |
1,416
-338
| -19% | -$50.1K | 0.11% | 73 |
|
|
2019
Q1 | $259K | Buy |
1,754
+9
| +0.5% | +$1.33K | 0.14% | 68 |
|
|
2018
Q4 | $230K | Buy |
1,745
+155
| +10% | +$20.4K | 0.14% | 68 |
|
|
2018
Q3 | $265K | Sell |
1,590
-83
| -5% | -$13.8K | 0.15% | 67 |
|
|
2018
Q2 | $273K | Hold |
1,673
| – | – | 0.16% | 63 |
|
|
2018
Q1 | $252K | Buy |
1,673
+4
| +0.2% | +$603 | 0.15% | 67 |
|
|
2017
Q4 | $256K | Sell |
1,669
-7
| -0.4% | -$1.07K | 0.15% | 58 |
|
|
2017
Q3 | $249K | Sell |
1,676
-94
| -5% | -$14K | 0.15% | 60 |
|
|
2017
Q2 | $248K | Hold |
1,770
| – | – | 0.17% | 56 |
|
|
2017
Q1 | $245K | Sell |
1,770
-346
| -16% | -$47.9K | 0.17% | 55 |
|
|
2016
Q4 | $296K | Sell |
2,116
-16
| -0.8% | -$2.24K | 0.22% | 47 |
|
|
2016
Q3 | $266K | Buy |
2,132
+4
| +0.2% | +$499 | 0.2% | 51 |
|
|
2016
Q2 | $249K | Sell |
2,128
-367
| -15% | -$42.9K | 0.2% | 48 |
|
|
2016
Q1 | $283K | Buy |
2,495
+166
| +7% | +$18.8K | 0.23% | 45 |
|
|
2015
Q4 | $252K | Buy |
+2,329
| New | +$252K | 0.22% | 47 |
|