FW
Fairway Wealth’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 | $14.1M | Buy |
128,760
+9,019
| +8% | +$986K | 4.5% | 10 |
|
|
2025
Q1 | $12.5M | Buy |
119,741
+19,786
| +20% | +$2.07M | 4.63% | 10 |
|
|
2024
Q4 | $11.5M | Buy |
99,955
+15,229
| +18% | +$1.75M | 5.19% | 6 |
|
|
2024
Q3 | $9.91M | Buy |
84,726
+10,269
| +14% | +$1.2M | 5.03% | 6 |
|
|
2024
Q2 | $7.94M | Buy |
74,457
+12,385
| +20% | +$1.32M | 4.68% | 6 |
|
|
2024
Q1 | $6.86M | Buy |
62,072
+3,141
| +5% | +$347K | 4.65% | 7 |
|
|
2023
Q4 | $6.38M | Buy |
+58,931
| New | +$6.38M | 4.88% | 9 |
|