AWAG
ARS Wealth Advisors Group’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 | $405K | Sell |
3,710
-99
| -3% | -$10.8K | 0.05% | 114 |
|
|
2025
Q1 | $398K | Buy |
3,809
+51
| +1% | +$5.33K | 0.06% | 98 |
|
|
2024
Q4 | $433K | Sell |
3,758
-11
| -0.3% | -$1.27K | 0.06% | 94 |
|
|
2024
Q3 | $441K | Buy |
3,769
+168
| +5% | +$19.6K | 0.05% | 106 |
|
|
2024
Q2 | $384K | Buy |
3,601
+65
| +2% | +$6.93K | 0.05% | 106 |
|
|
2024
Q1 | $391K | Buy |
+3,536
| New | +$391K | 0.05% | 110 |
|