DWM
Dogwood Wealth Management’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 | $233K | Buy |
2,080
+89
| +4% | +$9.97K | 0.11% | 92 |
|
|
2025
Q1 | $208K | Buy |
1,991
+66
| +3% | +$6.9K | 0.11% | 88 |
|
|
2024
Q4 | $222K | Sell |
1,925
-29
| -1% | -$3.34K | 0.12% | 87 |
|
|
2024
Q3 | $229K | Hold |
1,954
| – | – | 0.13% | 86 |
|
|
2024
Q2 | $208K | Sell |
1,954
-552
| -22% | -$58.9K | 0.13% | 71 |
|
|
2024
Q1 | $277K | Sell |
2,506
-266
| -10% | -$29.4K | 0.19% | 69 |
|
|
2023
Q4 | $300K | Buy |
+2,772
| New | +$300K | 0.23% | 58 |
|