QWM
Quadcap 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.25M | Sell |
22,627
-191
| -0.8% | -$19K | 0.29% | 67 |
|
2025
Q1 | $2.22M | Sell |
22,818
-1,871
| -8% | -$182K | 0.32% | 64 |
|
2024
Q4 | $2.68M | Sell |
24,689
-566
| -2% | -$61.5K | 0.39% | 50 |
|
2024
Q3 | $2.72M | Buy |
25,255
+2,362
| +10% | +$254K | 0.42% | 49 |
|
2024
Q2 | $2.23M | Buy |
22,893
+19,590
| +593% | +$1.91M | 0.4% | 51 |
|
2024
Q1 | $339K | Sell |
3,303
-234
| -7% | -$24K | 0.08% | 257 |
|
2023
Q4 | $365K | Buy |
+3,537
| New | +$365K | 0.09% | 247 |
|