WMWM
Whitaker-Myers Wealth Managers’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,007
| Closed | -$258K | – | 114 |
|
|
2024
Q2 | $258K | Sell |
2,007
-4,172
| -68% | -$536K | 0.1% | 88 |
|
|
2024
Q1 | $808K | Sell |
6,179
-6,660
| -52% | -$871K | 0.34% | 49 |
|
|
2023
Q4 | $1.61M | Buy |
12,839
+987
| +8% | +$124K | 0.8% | 22 |
|
|
2023
Q3 | $1.3M | Buy |
11,852
+1,132
| +11% | +$124K | 0.81% | 24 |
|
|
2023
Q2 | $1.23M | Buy |
10,720
+1,083
| +11% | +$124K | 0.83% | 28 |
|
|
2023
Q1 | $1.06M | Buy |
9,637
+2,361
| +32% | +$260K | 0.82% | 29 |
|
|
2022
Q4 | $786K | Buy |
+7,276
| New | +$786K | 0.75% | 32 |
|