CWA
Continuum 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 | $1.39M | Sell |
12,677
-230
| -2% | -$25.1K | 0.67% | 17 |
|
|
2025
Q1 | $1.35M | Sell |
12,907
-44,313
| -77% | -$4.63M | 0.69% | 17 |
|
|
2024
Q4 | $6.59M | Buy |
57,220
+44,331
| +344% | +$5.11M | 3.33% | 10 |
|
|
2024
Q3 | $1.51M | Sell |
12,889
-36
| -0.3% | -$4.21K | 0.81% | 18 |
|
|
2024
Q2 | $1.38M | Sell |
12,925
-91
| -0.7% | -$9.71K | 0.73% | 15 |
|
|
2024
Q1 | $1.44M | Buy |
13,016
+41
| +0.3% | +$4.53K | 0.81% | 15 |
|
|
2023
Q4 | $1.4M | Buy |
12,975
+484
| +4% | +$52.4K | 0.91% | 15 |
|
|
2023
Q3 | $1.18M | Sell |
12,491
-3,241
| -21% | -$306K | 0.83% | 17 |
|
|
2023
Q2 | $1.57M | Buy |
15,732
+1,746
| +12% | +$174K | 1.11% | 16 |
|
|
2023
Q1 | $1.35M | Sell |
13,986
-135
| -1% | -$13.1K | 1.1% | 11 |
|
|
2022
Q4 | $1.34M | Buy |
+14,121
| New | +$1.34M | 1.33% | 15 |
|