COWA LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$829K Sell
2025
Q1
$2.09M Sell
2024
Q4
$2.35M Buy
2024
Q3
$2.38M Buy
2024
Q2
$862K Buy
2024
Q1
$842K Sell
2023
Q4
$831K Buy
2023
Q3
$724K Sell
2023
Q2
$900K Sell
2023
Q1
$836K Buy
2022
Q4
$1.18M Sell
2022
Q3
$1.12M Buy
2022
Q2
$1.09M Sell
2022
Q1
$1.67M Sell
2021
Q4
$2.71M Sell
2021
Q3
$2.65M Buy
2021
Q2
$2.42M Sell
2021
Q1
$2.38M Buy
2020
Q4
$1.84M Buy