TMWM
Taylor & Morgan 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 | $2M | Buy |
25,890
+1,895
| +8% | +$147K | 1.35% | 17 |
|
|
2025
Q1 | $1.68M | Buy |
23,995
+622
| +3% | +$43.4K | 1.26% | 17 |
|
|
2024
Q4 | $1.55M | Sell |
23,373
-1,892
| -7% | -$125K | 1.09% | 17 |
|
|
2024
Q3 | $1.83M | Buy |
25,265
+430
| +2% | +$31.2K | 1.23% | 16 |
|
|
2024
Q2 | $1.68M | Buy |
24,835
+363
| +1% | +$24.5K | 1.19% | 16 |
|
|
2024
Q1 | $1.66M | Buy |
24,472
+7,206
| +42% | +$489K | 1.22% | 16 |
|
|
2023
Q4 | $1.12M | Sell |
17,266
-657
| -4% | -$42.7K | 0.89% | 22 |
|
|
2023
Q3 | $1.08M | Sell |
17,923
-27
| -0.2% | -$1.62K | 0.97% | 21 |
|
|
2023
Q2 | $1.12M | Sell |
17,950
-644
| -3% | -$40.3K | 0.92% | 20 |
|
|
2023
Q1 | $1.15M | Buy |
18,594
+365
| +2% | +$22.6K | 1% | 22 |
|
|
2022
Q4 | $1.06M | Sell |
18,229
-1,267
| -6% | -$73.3K | 0.99% | 23 |
|
|
2022
Q3 | $993K | Buy |
19,496
+2,881
| +17% | +$147K | 0.99% | 20 |
|
|
2022
Q2 | $948K | Sell |
16,615
-413
| -2% | -$23.6K | 0.9% | 25 |
|
|
2022
Q1 | $1.13M | Sell |
17,028
-731
| -4% | -$48.7K | 0.93% | 23 |
|
|
2021
Q4 | $1.26M | Buy |
+17,759
| New | +$1.26M | 1.02% | 25 |
|