BWM
BCS 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 | $263K | Buy |
2,406
+335
| +16% | +$36.6K | 0.06% | 215 |
|
|
2025
Q1 | $217K | Sell |
2,071
-100
| -5% | -$10.5K | 0.06% | 233 |
|
|
2024
Q4 | $250K | Buy |
+2,171
| New | +$250K | 0.06% | 218 |
|
|
2024
Q2 | – | Sell |
-2,174
| Closed | -$240K | – | 180 |
|
|
2024
Q1 | $240K | Buy |
2,174
+1
| +0% | +$110 | 0.08% | 211 |
|
|
2023
Q4 | $235K | Buy |
2,173
+1
| +0% | +$108 | 0.09% | 192 |
|
|
2023
Q3 | $205K | Buy |
+2,172
| New | +$205K | 0.09% | 192 |
|
|
2023
Q2 | – | Sell |
-2,171
| Closed | -$210K | – | 133 |
|
|
2023
Q1 | $210K | Buy |
+2,171
| New | +$210K | 0.09% | 150 |
|