EWA
Etesian Wealth Advisors’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 | $6.23M | Sell |
56,986
-11,987
| -17% | -$1.31M | 2.32% | 11 |
|
|
2025
Q1 | $7.21M | Buy |
68,973
+2,933
| +4% | +$307K | 3.11% | 7 |
|
|
2024
Q4 | $7.61M | Buy |
66,040
+973
| +1% | +$112K | 3.37% | 7 |
|
|
2024
Q3 | $7.61M | Sell |
65,067
-2,389
| -4% | -$279K | 3.45% | 5 |
|
|
2024
Q2 | $7.19M | Sell |
67,456
-979
| -1% | -$104K | 4.04% | 2 |
|
|
2024
Q1 | $7.56M | Sell |
68,435
-722
| -1% | -$79.8K | 4.34% | 2 |
|
|
2023
Q4 | $7.59M | Buy |
69,157
+551
| +0.8% | +$60.5K | 4.56% | 2 |
|
|
2023
Q3 | $6.47M | Buy |
68,606
+1,872
| +3% | +$177K | 4.36% | 2 |
|
|
2023
Q2 | $6.65M | Buy |
66,734
+1,522
| +2% | +$152K | 4.34% | 2 |
|
|
2023
Q1 | $6.31M | Buy |
65,212
+1,100
| +2% | +$106K | 4.2% | 3 |
|
|
2022
Q4 | $6.07M | Buy |
+64,112
| New | +$6.07M | 4.42% | 2 |
|