9WM
9258 Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.21M | Sell |
18,889
-1,918
| -9% | -$224K | 0.33% | 60 |
|
|
2024
Q2 | $2.22M | Sell |
20,807
-227
| -1% | -$24.2K | 0.34% | 57 |
|
|
2024
Q1 | $2.32M | Buy |
21,034
+259
| +1% | +$28.6K | 0.36% | 56 |
|
|
2023
Q4 | $2.25M | Sell |
20,775
-723
| -3% | -$78.3K | 0.4% | 55 |
|
|
2023
Q3 | $2.03M | Buy |
21,498
+3
| +0% | +$283 | 0.39% | 56 |
|
|
2023
Q2 | $2.14M | Sell |
21,495
-180
| -0.8% | -$17.9K | 0.4% | 51 |
|
|
2023
Q1 | $2.1M | Buy |
21,675
+51
| +0.2% | +$4.93K | 0.42% | 52 |
|
|
2022
Q4 | $2.05M | Sell |
21,624
-485
| -2% | -$45.9K | 0.44% | 53 |
|
|
2022
Q3 | $1.93M | Sell |
22,109
-2,045
| -8% | -$178K | 0.49% | 47 |
|
|
2022
Q2 | $2.23M | Sell |
24,154
-1,101
| -4% | -$102K | 0.57% | 38 |
|
|
2022
Q1 | $2.72M | Sell |
25,255
-734
| -3% | -$79.2K | 0.63% | 30 |
|
|
2021
Q4 | $2.98M | Buy |
25,989
+1,369
| +6% | +$157K | 0.68% | 26 |
|
|
2021
Q3 | $2.69M | Buy |
24,620
+54
| +0.2% | +$5.9K | 0.72% | 26 |
|
|
2021
Q2 | $2.78M | Buy |
24,566
+3,385
| +16% | +$382K | 0.75% | 24 |
|
|
2021
Q1 | $2.3M | Buy |
21,181
+412
| +2% | +$44.7K | 0.69% | 26 |
|
|
2020
Q4 | $1.91M | Buy |
20,769
+582
| +3% | +$53.5K | 0.62% | 27 |
|
|
2020
Q3 | $1.45M | Sell |
20,187
-2,685
| -12% | -$193K | 0.55% | 31 |
|
|
2020
Q2 | $1.56M | Sell |
22,872
-1,112
| -5% | -$75.9K | 0.63% | 29 |
|
|
2020
Q1 | $1.47M | Sell |
23,984
-4,938
| -17% | -$302K | 0.65% | 30 |
|
|
2019
Q4 | $2.43M | Buy |
28,922
+5,717
| +25% | +$479K | 0.89% | 19 |
|
|
2019
Q3 | $1.81M | Sell |
23,205
-839
| -3% | -$65.3K | 1.41% | 12 |
|
|
2019
Q2 | $1.88M | Buy |
24,044
+395
| +2% | +$30.9K | 1.52% | 8 |
|
|
2019
Q1 | $1.83M | Buy |
23,649
+1,122
| +5% | +$86.6K | 1.55% | 9 |
|
|
2018
Q4 | $1.56M | Buy |
+22,527
| New | +$1.56M | 1.51% | 9 |
|