FWM
ForthRight Wealth Management’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 |
-2,274
| Closed | -$215K | – | 58 |
|
|
2022
Q4 | $215K | Sell |
2,274
-359
| -14% | -$34K | 0.11% | 49 |
|
|
2022
Q3 | $230K | Buy |
+2,633
| New | +$230K | 0.13% | 41 |
|
|
2021
Q1 | – | Sell |
-1,255
| Closed | -$115K | – | 98 |
|
|
2020
Q4 | $115K | Buy |
+1,255
| New | +$115K | 0.09% | 43 |
|