MBFW
Morton Brown Family Wealth’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 | $229K | Hold |
2,304
| – | – | 0.07% | 54 |
|
|
2025
Q1 | $225K | Hold |
2,304
| – | – | 0.08% | 52 |
|
|
2024
Q4 | $250K | Hold |
2,304
| – | – | 0.09% | 54 |
|
|
2024
Q3 | $248K | Sell |
2,304
-412
| -15% | -$44.4K | 0.09% | 49 |
|
|
2024
Q2 | $285K | Sell |
2,716
-216
| -7% | -$22.7K | 0.11% | 43 |
|
|
2024
Q1 | $301K | Sell |
2,932
-1,524
| -34% | -$157K | 0.12% | 41 |
|
|
2023
Q4 | $459K | Sell |
4,456
-195
| -4% | -$20.1K | 0.2% | 37 |
|
|
2023
Q3 | $415K | Sell |
4,651
-638
| -12% | -$56.9K | 0.21% | 36 |
|
|
2023
Q2 | $503K | Sell |
5,289
-4,602
| -47% | -$438K | 0.27% | 33 |
|
|
2023
Q1 | $926K | Buy |
9,891
+57
| +0.6% | +$5.34K | 0.55% | 24 |
|
|
2022
Q4 | $898K | Buy |
9,834
+4,855
| +98% | +$443K | 0.61% | 24 |
|
|
2022
Q3 | $411K | Buy |
4,979
+4,790
| +2,534% | +$395K | 0.33% | 33 |
|
|
2022
Q2 | $17K | Buy |
+189
| New | +$17K | 0.01% | 95 |
|