MFC
Morris Financial Concepts’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 | $943K | Sell |
9,474
-1,285
| -12% | -$128K | 0.37% | 46 |
|
|
2025
Q1 | $1.05M | Sell |
10,759
-1,006
| -9% | -$98.1K | 0.44% | 43 |
|
|
2024
Q4 | $1.28M | Sell |
11,765
-586
| -5% | -$63.6K | 0.55% | 30 |
|
|
2024
Q3 | $1.33M | Sell |
12,351
-1,114
| -8% | -$120K | 0.57% | 32 |
|
|
2024
Q2 | $1.31M | Sell |
13,465
-1,166
| -8% | -$113K | 0.63% | 30 |
|
|
2024
Q1 | $1.5M | Sell |
14,631
-1,896
| -11% | -$195K | 0.77% | 25 |
|
|
2023
Q4 | $1.7M | Buy |
16,527
+407
| +3% | +$41.9K | 0.97% | 21 |
|
|
2023
Q3 | $1.44M | Sell |
16,120
-12
| -0.1% | -$1.07K | 0.96% | 24 |
|
|
2023
Q2 | $1.53M | Buy |
16,132
+444
| +3% | +$42.2K | 0.99% | 21 |
|
|
2023
Q1 | $1.47M | Sell |
15,688
-72
| -0.5% | -$6.74K | 1.03% | 22 |
|
|
2022
Q4 | $1.44M | Sell |
15,760
-224
| -1% | -$20.5K | 1.16% | 20 |
|
|
2022
Q3 | $1.32M | Sell |
15,984
-656
| -4% | -$54.1K | 1.36% | 16 |
|
|
2022
Q2 | $1.48M | Buy |
16,640
+488
| +3% | +$43.4K | 1.41% | 17 |
|
|
2022
Q1 | $1.65M | Buy |
16,152
+32
| +0.2% | +$3.28K | 1.38% | 18 |
|
|
2021
Q4 | $1.68M | Buy |
+16,120
| New | +$1.68M | 1.4% | 18 |
|