BWG
Balanced Wealth 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 | $2.82M | Sell |
25,528
-2,517
| -9% | -$278K | 1.22% | 17 |
|
|
2025
Q1 | $2.93M | Sell |
28,045
-450
| -2% | -$47.1K | 1.42% | 17 |
|
|
2024
Q4 | $3.37M | Sell |
28,495
-910
| -3% | -$108K | 1.51% | 16 |
|
|
2024
Q3 | $3.44M | Sell |
29,405
-2,061
| -7% | -$241K | 1.52% | 17 |
|
|
2024
Q2 | $3.33M | Sell |
31,466
-14,332
| -31% | -$1.52M | 1.51% | 17 |
|
|
2024
Q1 | $5.02M | Sell |
45,798
-43,742
| -49% | -$4.79M | 2.24% | 14 |
|
|
2023
Q4 | $9.69M | Buy |
+89,540
| New | +$9.69M | 5.04% | 4 |
|