BA
Bellwether Advisors’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 | $4.94M | Sell |
45,238
-234
| -0.5% | -$25.6K | 0.84% | 32 |
|
|
2025
Q1 | $4.75M | Buy |
45,472
+200
| +0.4% | +$20.9K | 0.99% | 23 |
|
|
2024
Q4 | $5.22M | Sell |
45,272
-322
| -0.7% | -$37.1K | 0.93% | 21 |
|
|
2024
Q3 | $5.33M | Sell |
45,594
-193
| -0.4% | -$22.6K | 1.02% | 25 |
|
|
2024
Q2 | $4.88M | Buy |
45,787
+172
| +0.4% | +$18.3K | 1.02% | 24 |
|
|
2024
Q1 | $5.04M | Sell |
45,615
-36
| -0.1% | -$3.98K | 1.11% | 23 |
|
|
2023
Q4 | $4.94M | Sell |
45,651
-1,017
| -2% | -$110K | 1.22% | 23 |
|
|
2023
Q3 | $4.4M | Sell |
46,668
-361
| -0.8% | -$34.1K | 1.2% | 22 |
|
|
2023
Q2 | $4.69M | Sell |
47,029
-343
| -0.7% | -$34.2K | 1.38% | 14 |
|
|
2023
Q1 | $4.58M | Sell |
47,372
-1,952
| -4% | -$189K | 1.25% | 11 |
|
|
2022
Q4 | $4.67M | Sell |
49,324
-3,044
| -6% | -$288K | 1.36% | 10 |
|
|
2022
Q3 | $4.57M | Sell |
52,368
-7,660
| -13% | -$668K | 1.51% | 12 |
|
|
2022
Q2 | $5.55M | Sell |
60,028
-10,936
| -15% | -$1.01M | 1.78% | 10 |
|
|
2022
Q1 | $7.66M | Sell |
70,964
-313
| -0.4% | -$33.8K | 2.28% | 8 |
|
|
2021
Q4 | $8.16M | Sell |
71,277
-1,299
| -2% | -$149K | 2.54% | 7 |
|
|
2021
Q3 | $7.93M | Sell |
72,576
-1,170
| -2% | -$128K | 2.64% | 6 |
|
|
2021
Q2 | $8.33M | Buy |
73,746
+948
| +1% | +$107K | 2.87% | 5 |
|
|
2021
Q1 | $7.9M | Buy |
72,798
+1,838
| +3% | +$199K | 3.13% | 5 |
|
|
2020
Q4 | $6.52M | Buy |
+70,960
| New | +$6.52M | 2.87% | 10 |
|