AWM
Arista 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 | $202K | Buy |
+1,848
| New | +$202K | 0.03% | 234 |
|
|
2025
Q1 | – | Sell |
-1,828
| Closed | -$211K | – | 68 |
|
|
2024
Q4 | $211K | Hold |
1,828
| – | – | 0.05% | 66 |
|
|
2024
Q3 | $214K | Buy |
+1,828
| New | +$214K | 0.05% | 65 |
|
|
2023
Q3 | – | Sell |
-2,904
| Closed | -$289K | – | 57 |
|
|
2023
Q2 | $289K | Sell |
2,904
-416
| -13% | -$41.5K | 0.12% | 49 |
|
|
2023
Q1 | $321K | Buy |
3,320
+314
| +10% | +$30.4K | 0.18% | 42 |
|
|
2022
Q4 | $284K | Buy |
+3,006
| New | +$284K | 0.18% | 51 |
|