MWA
Monograph 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
3,842
| – | – | 0.05% | 94 |
|
|
2025
Q1 | $375K | Hold |
3,842
| – | – | 0.05% | 83 |
|
|
2024
Q4 | $417K | Hold |
3,842
| – | – | 0.06% | 79 |
|
|
2024
Q3 | $414K | Hold |
3,842
| – | – | 0.05% | 81 |
|
|
2024
Q2 | $374K | Hold |
3,842
| – | – | 0.05% | 79 |
|
|
2024
Q1 | $395K | Hold |
3,842
| – | – | 0.06% | 113 |
|
|
2023
Q4 | $396K | Hold |
3,842
| – | – | 0.07% | 71 |
|
|
2023
Q3 | $345K | Hold |
3,842
| – | – | 0.07% | 85 |
|
|
2023
Q2 | $365K | Hold |
3,842
| – | – | 0.08% | 62 |
|
|
2023
Q1 | $360K | Hold |
3,842
| – | – | 0.08% | 62 |
|
|
2022
Q4 | $351K | Hold |
3,842
| – | – | 0.09% | 65 |
|
|
2022
Q3 | $317K | Hold |
3,842
| – | – | 0.1% | 55 |
|
|
2022
Q2 | $342K | Hold |
3,842
| – | – | 0.1% | 56 |
|
|
2022
Q1 | $393K | Hold |
3,842
| – | – | 0.1% | 59 |
|
|
2021
Q4 | $401K | Buy |
+3,842
| New | +$401K | 0.1% | 57 |
|