WMWM
Whitaker-Myers Wealth Managers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,719
| Closed | -$899K | – | 102 |
|
|
2023
Q4 | $899K | Sell |
8,719
-243
| -3% | -$25K | 0.45% | 37 |
|
|
2023
Q3 | $800K | Buy |
8,962
+399
| +5% | +$35.6K | 0.5% | 35 |
|
|
2023
Q2 | $814K | Buy |
8,563
+31
| +0.4% | +$2.95K | 0.55% | 37 |
|
|
2023
Q1 | $798K | Buy |
8,532
+1,577
| +23% | +$148K | 0.62% | 36 |
|
|
2022
Q4 | $635K | Buy |
+6,955
| New | +$635K | 0.61% | 38 |
|