EWP
Engrave Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.03M | Buy |
18,721
+2,297
| +14% | +$249K | 0.58% | 23 |
|
|
2023
Q3 | $1.55M | Buy |
16,424
+2,118
| +15% | +$200K | 0.48% | 22 |
|
|
2023
Q2 | $1.43M | Sell |
14,306
-27
| -0.2% | -$2.69K | 0.45% | 21 |
|
|
2023
Q1 | $1.33M | Buy |
14,333
+7,999
| +126% | +$740K | 0.45% | 20 |
|
|
2022
Q4 | $630K | Buy |
6,334
+1,329
| +27% | +$132K | 0.22% | 34 |
|
|
2022
Q3 | $436K | Buy |
5,005
+78
| +2% | +$6.8K | 0.2% | 35 |
|
|
2022
Q2 | $455K | Buy |
4,927
+1,135
| +30% | +$105K | 0.2% | 37 |
|
|
2022
Q1 | $409K | Buy |
+3,792
| New | +$409K | 0.15% | 36 |
|
|
2020
Q2 | – | Sell |
-10
| Closed | – | – | 468 |
|
|
2020
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 447 |
|