NWMG
National Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,767
| Closed | -$298K | – | 160 |
|
|
2024
Q3 | $298K | Sell |
2,767
-421
| -13% | -$45.3K | 0.2% | 115 |
|
|
2024
Q2 | $310K | Sell |
3,188
-8,047
| -72% | -$783K | 0.24% | 96 |
|
|
2024
Q1 | $1.15M | Buy |
11,235
+308
| +3% | +$31.7K | 0.9% | 30 |
|
|
2023
Q4 | $1.13M | Buy |
+10,927
| New | +$1.13M | 1.09% | 28 |
|