BWA
Blodgett Wealth 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 | $291K | Sell |
2,660
-60
| -2% | -$6.56K | 0.23% | 49 |
|
|
2025
Q1 | $284K | Hold |
2,720
| – | – | 0.24% | 49 |
|
|
2024
Q4 | $313K | Buy |
2,720
+275
| +11% | +$31.7K | 0.25% | 46 |
|
|
2024
Q3 | $286K | Buy |
2,445
+250
| +11% | +$29.2K | 0.24% | 51 |
|
|
2024
Q2 | $234K | Hold |
2,195
| – | – | 0.2% | 52 |
|
|
2024
Q1 | $243K | Hold |
2,195
| – | – | 0.22% | 55 |
|
|
2023
Q4 | $238K | Hold |
2,195
| – | – | 0.24% | 55 |
|
|
2023
Q3 | $207K | Hold |
2,195
| – | – | 0.23% | 53 |
|
|
2023
Q2 | $219K | Hold |
2,195
| – | – | 0.23% | 56 |
|
|
2023
Q1 | $212K | Hold |
2,195
| – | – | 0.25% | 57 |
|
|
2022
Q4 | $208K | Buy |
+2,195
| New | +$208K | 0.25% | 59 |
|
|
2022
Q3 | – | Sell |
-2,890
| Closed | -$267K | – | 61 |
|
|
2022
Q2 | $267K | Sell |
2,890
-650
| -18% | -$60.1K | 0.29% | 54 |
|
|
2022
Q1 | $382K | Buy |
3,540
+100
| +3% | +$10.8K | 0.32% | 53 |
|
|
2021
Q4 | $394K | Buy |
+3,440
| New | +$394K | 0.31% | 58 |
|