SSWM
Sheets Smith Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
+3,377
| New | +$261K | 0.03% | 360 |
|
|
2023
Q4 | – | Sell |
-2,486
| Closed | -$149K | – | 430 |
|
|
2023
Q3 | $149K | Buy |
+2,486
| New | +$149K | 0.02% | 320 |
|
|
2022
Q2 | – | Sell |
-44,609
| Closed | -$2.97M | – | 326 |
|
|
2022
Q1 | $2.97M | Sell |
44,609
-5,659
| -11% | -$377K | 0.41% | 63 |
|
|
2021
Q4 | $3.57M | Sell |
50,268
-9,811
| -16% | -$696K | 0.44% | 58 |
|
|
2021
Q3 | $4.27M | Buy |
60,079
+577
| +1% | +$41K | 0.58% | 45 |
|
|
2021
Q2 | $4.36M | Buy |
59,502
+3,670
| +7% | +$269K | 0.59% | 44 |
|
|
2021
Q1 | $3.92M | Buy |
55,832
+44,932
| +412% | +$3.16M | 0.58% | 46 |
|
|
2020
Q4 | $732K | Sell |
10,900
-21
| -0.2% | -$1.41K | 0.11% | 161 |
|
|
2020
Q3 | $637K | Buy |
10,921
+11
| +0.1% | +$642 | 0.11% | 157 |
|
|
2020
Q2 | $595K | Sell |
10,910
-210
| -2% | -$11.5K | 0.12% | 142 |
|
|
2020
Q1 | $523K | Buy |
+11,120
| New | +$523K | 0.11% | 157 |
|