EWA
ERTS Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Sell |
8,644
-888
| -9% | -$88.3K | 0.3% | 20 |
|
|
2025
Q1 | $929K | Sell |
9,532
-980
| -9% | -$95.5K | 0.18% | 32 |
|
|
2024
Q4 | $1.14M | Buy |
10,512
+625
| +6% | +$67.9K | 0.22% | 31 |
|
|
2024
Q3 | $1.06M | Sell |
9,887
-75
| -0.8% | -$8.07K | 0.2% | 32 |
|
|
2024
Q2 | $969K | Buy |
9,962
+262
| +3% | +$25.5K | 0.19% | 32 |
|
|
2024
Q1 | $997K | Sell |
9,700
-186
| -2% | -$19.1K | 0.2% | 30 |
|
|
2023
Q4 | $1.02M | Sell |
9,886
-220
| -2% | -$22.7K | 0.22% | 29 |
|
|
2023
Q3 | $902K | Buy |
10,106
+227
| +2% | +$20.3K | 0.22% | 30 |
|
|
2023
Q2 | $939K | Buy |
9,879
+321
| +3% | +$30.5K | 0.22% | 31 |
|
|
2023
Q1 | $895K | Sell |
9,558
-4,490
| -32% | -$420K | 0.22% | 32 |
|
|
2022
Q4 | $1.28M | Sell |
14,048
-613
| -4% | -$56K | 0.33% | 32 |
|
|
2022
Q3 | $1.21M | Buy |
14,661
+8
| +0.1% | +$660 | 0.34% | 26 |
|
|
2022
Q2 | $1.31M | Buy |
14,653
+396
| +3% | +$35.3K | 0.37% | 25 |
|
|
2022
Q1 | $1.46M | Buy |
14,257
+2,793
| +24% | +$286K | 0.41% | 22 |
|
|
2021
Q4 | $1.2M | Buy |
11,464
+258
| +2% | +$26.9K | 0.29% | 28 |
|
|
2021
Q3 | $1.13M | Buy |
11,206
+346
| +3% | +$34.9K | 0.3% | 28 |
|
|
2021
Q2 | $1.15M | Sell |
10,860
-4,420
| -29% | -$466K | 0.31% | 27 |
|
|
2021
Q1 | $1.54M | Sell |
15,280
-2,190
| -13% | -$221K | 0.46% | 25 |
|
|
2020
Q4 | $1.42M | Buy |
17,470
+8,312
| +91% | +$676K | 0.46% | 25 |
|
|
2020
Q3 | $1.12M | Sell |
9,158
-1,826
| -17% | -$224K | 0.42% | 25 |
|
|
2020
Q2 | $1.32M | Sell |
10,984
-1,132
| -9% | -$136K | 0.53% | 23 |
|
|
2020
Q1 | $1.21M | Buy |
12,116
+9,129
| +306% | +$912K | 0.59% | 24 |
|
|
2019
Q4 | $480K | Buy |
2,987
+320
| +12% | +$51.4K | 0.22% | 45 |
|
|
2019
Q3 | $401K | Sell |
2,667
-132
| -5% | -$19.8K | 0.2% | 47 |
|
|
2019
Q2 | $416K | Buy |
2,799
+204
| +8% | +$30.3K | 0.23% | 50 |
|
|
2019
Q1 | $383K | Buy |
2,595
+1,170
| +82% | +$173K | 0.23% | 59 |
|
|
2018
Q4 | $188K | Buy |
+1,425
| New | +$188K | 0.13% | 75 |
|