DWM
Drive 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 | $4.68M | Buy |
42,810
+2,846
| +7% | +$311K | 1.03% | 17 |
|
|
2025
Q1 | $4.18M | Buy |
39,964
+2,097
| +6% | +$219K | 0.98% | 18 |
|
|
2024
Q4 | $4.36M | Buy |
37,867
+4,247
| +13% | +$489K | 1.07% | 19 |
|
|
2024
Q3 | $3.93M | Buy |
33,620
+1,113
| +3% | +$130K | 1.02% | 18 |
|
|
2024
Q2 | $3.47M | Buy |
32,507
+2,794
| +9% | +$298K | 0.94% | 22 |
|
|
2024
Q1 | $3.28M | Buy |
29,713
+5,465
| +23% | +$604K | 0.92% | 21 |
|
|
2023
Q4 | $2.62M | Buy |
24,248
+6,273
| +35% | +$679K | 0.85% | 21 |
|
|
2023
Q3 | $1.7M | Buy |
17,975
+4,740
| +36% | +$449K | 0.62% | 37 |
|
|
2023
Q2 | $1.32M | Buy |
13,235
+9,264
| +233% | +$923K | 0.49% | 45 |
|
|
2023
Q1 | $384K | Buy |
+3,971
| New | +$384K | 0.16% | 144 |
|