MFWP
Mosaic Family Wealth Partners’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 | $616K | Buy |
+6,187
| New | +$616K | 0.08% | 116 |
|
|
2025
Q1 | – | Sell |
-1,977
| Closed | -$215K | – | 219 |
|
|
2024
Q4 | $215K | Sell |
1,977
-13
| -0.7% | -$1.41K | 0.03% | 193 |
|
|
2024
Q3 | $214K | Buy |
+1,990
| New | +$214K | 0.03% | 191 |
|
|
2024
Q2 | – | Sell |
-2,019
| Closed | -$207K | – | 204 |
|
|
2024
Q1 | $207K | Sell |
2,019
-21
| -1% | -$2.16K | 0.03% | 196 |
|
|
2023
Q4 | $210K | Buy |
+2,040
| New | +$210K | 0.04% | 185 |
|