AWA
Aaron Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
13,665
-894
| -6% | -$97.7K | 0.15% | 89 |
|
|
2025
Q1 | $1.52M | Sell |
14,559
-1,598
| -10% | -$167K | 0.17% | 82 |
|
|
2024
Q4 | $1.86M | Buy |
16,157
+2,615
| +19% | +$301K | 0.22% | 67 |
|
|
2024
Q3 | $1.58M | Buy |
13,542
+28
| +0.2% | +$3.28K | 0.19% | 75 |
|
|
2024
Q2 | $1.44M | Sell |
13,514
-579
| -4% | -$61.8K | 0.2% | 68 |
|
|
2024
Q1 | $1.56M | Sell |
14,093
-1,298
| -8% | -$143K | 0.22% | 66 |
|
|
2023
Q4 | $1.67M | Sell |
15,391
-3,947
| -20% | -$427K | 0.28% | 50 |
|
|
2023
Q3 | $1.82M | Buy |
19,338
+9,776
| +102% | +$922K | 0.24% | 61 |
|
|
2023
Q2 | $953K | Buy |
9,562
+11
| +0.1% | +$1.1K | 0.12% | 98 |
|
|
2023
Q1 | $924K | Sell |
9,551
-1,479
| -13% | -$143K | 0.13% | 95 |
|
|
2022
Q4 | $1.04M | Buy |
11,030
+3,610
| +49% | +$342K | 0.15% | 91 |
|
|
2022
Q3 | $647K | Buy |
+7,420
| New | +$647K | 0.12% | 96 |
|
|
2022
Q2 | – | Sell |
-10,680
| Closed | -$99K | – | 496 |
|
|
2022
Q1 | $99K | Buy |
+10,680
| New | +$99K | ﹤0.01% | 883 |
|