AWM
Abound 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3M | Buy |
387,319
+13,128
| +4% | +$1.43M | 11.96% | 1 |
|
|
2025
Q1 | $39.1M | Buy |
374,191
+23,378
| +7% | +$2.44M | 13.06% | 1 |
|
|
2024
Q4 | $40.4M | Buy |
350,813
+17,064
| +5% | +$1.97M | 12.97% | 1 |
|
|
2024
Q3 | $39M | Buy |
333,749
+17,248
| +5% | +$2.02M | 12.96% | 1 |
|
|
2024
Q2 | $33.8M | Buy |
316,501
+19,645
| +7% | +$2.1M | 12.45% | 1 |
|
|
2024
Q1 | $32.8M | Buy |
296,856
+16,111
| +6% | +$1.78M | 12.5% | 1 |
|
|
2023
Q4 | $30.4M | Buy |
280,745
+39,212
| +16% | +$4.24M | 12.19% | 1 |
|
|
2023
Q3 | $22.8M | Buy |
241,533
+6,529
| +3% | +$616K | 9.7% | 2 |
|
|
2023
Q2 | $23.4M | Buy |
235,004
+27,413
| +13% | +$2.73M | 9.8% | 2 |
|
|
2023
Q1 | $20.1M | Buy |
207,591
+14,868
| +8% | +$1.44M | 9% | 3 |
|
|
2022
Q4 | $18.2M | Buy |
192,723
+12,670
| +7% | +$1.2M | 8.93% | 4 |
|
|
2022
Q3 | $15.7M | Buy |
180,053
+6,465
| +4% | +$564K | 8.48% | 4 |
|
|
2022
Q2 | $16M | Buy |
173,588
+2,875
| +2% | +$266K | 8.93% | 4 |
|
|
2022
Q1 | $18.4M | Buy |
170,713
+7,313
| +4% | +$789K | 13.28% | 2 |
|
|
2021
Q4 | $18.7M | Buy |
+163,400
| New | +$18.7M | 14.7% | 2 |
|