WMP
Wealth Management Partners’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 | $964K | Sell |
9,443
-128
| -1% | -$13.1K | 0.34% | 63 |
|
|
2025
Q1 | $933K | Sell |
9,571
-283
| -3% | -$27.6K | 0.43% | 54 |
|
|
2024
Q4 | $1.07M | Sell |
9,854
-206
| -2% | -$22.4K | 0.46% | 51 |
|
|
2024
Q3 | $1.08M | Sell |
10,060
-250
| -2% | -$26.9K | 0.5% | 46 |
|
|
2024
Q2 | $1M | Sell |
10,310
-439
| -4% | -$42.7K | 0.49% | 45 |
|
|
2024
Q1 | $1.1M | Sell |
10,749
-127
| -1% | -$13.1K | 0.56% | 42 |
|
|
2023
Q4 | $1.12M | Sell |
10,876
-105
| -1% | -$10.8K | 0.63% | 36 |
|
|
2023
Q3 | $980K | Sell |
10,981
-799
| -7% | -$71.3K | 0.61% | 36 |
|
|
2023
Q2 | $1.12M | Sell |
11,780
-349
| -3% | -$33.2K | 0.7% | 28 |
|
|
2023
Q1 | $1.14M | Buy |
12,129
+129
| +1% | +$12.1K | 0.79% | 28 |
|
|
2022
Q4 | $1.12M | Sell |
12,000
-1,000
| -8% | -$93.4K | 0.94% | 24 |
|
|
2022
Q3 | $1.1M | Hold |
13,000
| – | – | 0.97% | 23 |
|
|
2022
Q2 | $1.17M | Hold |
13,000
| – | – | 1.02% | 22 |
|
|
2022
Q1 | $1.38M | Sell |
13,000
-1,000
| -7% | -$106K | 0.98% | 23 |
|
|
2021
Q4 | $1.42M | Buy |
14,000
+553
| +4% | +$56.1K | 0.98% | 21 |
|
|
2021
Q3 | $1.35M | Sell |
13,447
-118
| -0.9% | -$11.9K | 1% | 21 |
|
|
2021
Q2 | $1.43M | Sell |
13,565
-348
| -3% | -$36.7K | 1% | 24 |
|
|
2021
Q1 | $1.4M | Sell |
13,913
-1,079
| -7% | -$109K | 1.05% | 24 |
|
|
2020
Q4 | $1.34M | Buy |
+14,992
| New | +$1.34M | 1.05% | 23 |
|