FWP
Firethorn 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
Q1 | – | Sell |
-9,398
| Closed | -$889K | – | 134 |
|
|
2022
Q4 | $889K | Sell |
9,398
-3,409
| -27% | -$323K | 0.75% | 32 |
|
|
2022
Q3 | $1.12M | Sell |
12,807
-398
| -3% | -$34.7K | 1.04% | 18 |
|
|
2022
Q2 | $1.35M | Buy |
13,205
+4,185
| +46% | +$427K | 1.09% | 17 |
|
|
2022
Q1 | $973K | Sell |
9,020
-3,871
| -30% | -$418K | 0.74% | 29 |
|
|
2021
Q4 | $1.48M | Buy |
+12,891
| New | +$1.48M | 1.1% | 17 |
|
|
2021
Q2 | $1.44M | Buy |
12,741
+191
| +2% | +$21.6K | 1.2% | 21 |
|
|
2021
Q1 | $1.36M | Buy |
12,550
+3,426
| +38% | +$372K | 1.27% | 17 |
|
|
2020
Q4 | $838K | Buy |
+9,124
| New | +$838K | 0.91% | 27 |
|