PWM
PRW Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,550
| Closed | -$458K | – | 111 |
|
|
2021
Q3 | $458K | Buy |
+4,550
| New | +$458K | 0.23% | 53 |
|
|
2021
Q2 | – | Sell |
-19,650
| Closed | -$1.98M | – | 279 |
|
|
2021
Q1 | $1.98M | Buy |
19,650
+7,650
| +64% | +$771K | 0.97% | 23 |
|
|
2020
Q4 | $976K | Buy |
+12,000
| New | +$976K | 0.55% | 38 |
|