CWA Asset Management Group’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
Q3 | $685K | Buy |
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|
2025
Q2 | $551K | Sell |
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|
2025
Q1 | $748K | Buy |
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|
2024
Q4 | $325K | Buy |
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|
2024
Q3 | $303K | Buy |
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|
2024
Q1 | $291K | Buy |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $311K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $288K | Buy |
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|
2021
Q1 | $229K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $204K | Buy |
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