FVWA
Foster Victor 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 | $1.51M | Sell |
13,387
-337
| -2% | -$38.1K | 0.1% | 109 |
|
|
2025
Q1 | $1.31M | Sell |
13,724
-387
| -3% | -$36.9K | 0.11% | 104 |
|
|
2024
Q4 | $1.67M | Sell |
14,111
-1,068
| -7% | -$126K | 0.13% | 100 |
|
|
2024
Q3 | $1.74M | Sell |
15,179
-1,650
| -10% | -$190K | 0.14% | 100 |
|
|
2024
Q2 | $1.97M | Sell |
16,829
-620
| -4% | -$72.4K | 0.16% | 99 |
|
|
2024
Q1 | $1.85M | Sell |
17,449
-583
| -3% | -$61.9K | 0.17% | 86 |
|
|
2023
Q4 | $1.91M | Sell |
18,032
-252
| -1% | -$26.7K | 0.2% | 86 |
|
|
2023
Q3 | $1.68M | Sell |
18,284
-2,735
| -13% | -$252K | 0.2% | 83 |
|
|
2023
Q2 | $2.08M | Sell |
21,019
-769
| -4% | -$76K | 0.23% | 84 |
|
|
2023
Q1 | $2.07M | Sell |
21,788
-99,389
| -82% | -$9.43M | 0.25% | 83 |
|
|
2022
Q4 | $11.8M | Sell |
121,177
-1,084
| -0.9% | -$105K | 1.5% | 22 |
|
|
2022
Q3 | $11.2M | Buy |
122,261
+1,427
| +1% | +$131K | 1.63% | 19 |
|
|
2022
Q2 | $11.2M | Buy |
120,834
+955
| +0.8% | +$88.1K | 1.66% | 18 |
|
|
2022
Q1 | $12.6M | Buy |
119,879
+8,564
| +8% | +$899K | 1.72% | 13 |
|
|
2021
Q4 | $12.6M | Buy |
111,315
+133
| +0.1% | +$15K | 1.71% | 17 |
|
|
2021
Q3 | $12.1M | Buy |
111,182
+373
| +0.3% | +$40.7K | 1.94% | 15 |
|
|
2021
Q2 | $12.5M | Sell |
110,809
-1,536
| -1% | -$174K | 2.09% | 11 |
|
|
2021
Q1 | $12.2M | Sell |
112,345
-21,000
| -16% | -$2.29M | 2.28% | 4 |
|
|
2020
Q4 | $12.3M | Sell |
133,345
-6,475
| -5% | -$595K | 2.79% | 3 |
|
|
2020
Q3 | $9.82M | Buy |
139,820
+13,450
| +11% | +$945K | 2.66% | 4 |
|
|
2020
Q2 | $8.63M | Buy |
+126,370
| New | +$8.63M | 2.86% | 4 |
|