CWP
CFM Wealth Partners’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 | $391K | Sell |
3,577
-124
| -3% | -$13.6K | 0.06% | 101 |
|
|
2025
Q1 | $387K | Buy |
3,701
+149
| +4% | +$15.6K | 0.07% | 107 |
|
|
2024
Q4 | $409K | Hold |
3,552
| – | – | 0.07% | 103 |
|
|
2024
Q3 | $415K | Buy |
3,552
+183
| +5% | +$21.4K | 0.07% | 109 |
|
|
2024
Q2 | $359K | Hold |
3,369
| – | – | 0.07% | 117 |
|
|
2024
Q1 | $372K | Sell |
3,369
-1,055
| -24% | -$117K | 0.07% | 118 |
|
|
2023
Q4 | $479K | Hold |
4,424
| – | – | 0.11% | 115 |
|
|
2023
Q3 | $417K | Hold |
4,424
| – | – | 0.11% | 108 |
|
|
2023
Q2 | $441K | Sell |
4,424
-179
| -4% | -$17.8K | 0.11% | 120 |
|
|
2023
Q1 | $445K | Sell |
4,603
-146
| -3% | -$14.1K | 0.12% | 113 |
|
|
2022
Q4 | $449K | Hold |
4,749
| – | – | 0.13% | 116 |
|
|
2022
Q3 | $414K | Buy |
4,749
+899
| +23% | +$78.4K | 0.13% | 111 |
|
|
2022
Q2 | $356K | Sell |
3,850
-59
| -2% | -$5.46K | 0.11% | 126 |
|
|
2022
Q1 | $422K | Hold |
3,909
| – | – | 0.1% | 127 |
|
|
2021
Q4 | $453K | Buy |
3,909
+131
| +3% | +$15.2K | 0.1% | 117 |
|
|
2021
Q3 | $412K | Hold |
3,778
| – | – | 0.1% | 121 |
|
|
2021
Q2 | $427K | Buy |
3,778
+135
| +4% | +$15.3K | 0.11% | 109 |
|
|
2021
Q1 | $395K | Buy |
3,643
+1,203
| +49% | +$130K | 0.12% | 108 |
|
|
2020
Q4 | $224K | Buy |
+2,440
| New | +$224K | 0.07% | 147 |
|
|
2020
Q3 | – | Sell |
-2,175
| Closed | -$148K | – | 303 |
|
|
2020
Q2 | $148K | Hold |
2,175
| – | – | 0.06% | 170 |
|
|
2020
Q1 | $122K | Buy |
2,175
+1,024
| +89% | +$57.4K | 0.06% | 176 |
|
|
2019
Q4 | $98K | Buy |
+1,151
| New | +$98K | 0.04% | 211 |
|