AWM
Accurate 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 | $1.78M | Buy |
15,611
+224
| +1% | +$25.6K | 0.27% | 95 |
|
|
2025
Q1 | $1.47M | Sell |
15,387
-1,857
| -11% | -$177K | 0.28% | 87 |
|
|
2024
Q4 | $1.95M | Buy |
17,244
+1,483
| +9% | +$168K | 0.37% | 68 |
|
|
2024
Q3 | $1.85M | Buy |
15,761
+2,402
| +18% | +$281K | 0.37% | 72 |
|
|
2024
Q2 | $1.51M | Buy |
13,359
+4,283
| +47% | +$483K | 0.36% | 72 |
|
|
2024
Q1 | $937K | Sell |
9,076
-482
| -5% | -$49.8K | 0.27% | 83 |
|
|
2023
Q4 | $1,000K | Sell |
9,558
-1,065
| -10% | -$111K | 0.31% | 75 |
|
|
2023
Q3 | $998K | Buy |
10,623
+2,211
| +26% | +$208K | 0.31% | 74 |
|
|
2023
Q2 | $853K | Buy |
8,412
+962
| +13% | +$97.6K | 0.27% | 85 |
|
|
2023
Q1 | $710K | Buy |
7,450
+712
| +11% | +$67.9K | 0.24% | 97 |
|
|
2022
Q4 | $662K | Buy |
6,738
+1,333
| +25% | +$131K | 0.24% | 84 |
|
|
2022
Q3 | $494K | Buy |
5,405
+2,621
| +94% | +$240K | 0.21% | 93 |
|
|
2022
Q2 | $261K | Buy |
2,784
+571
| +26% | +$53.5K | 0.14% | 120 |
|
|
2022
Q1 | $239K | Buy |
+2,213
| New | +$239K | 0.11% | 144 |
|