FWA
FSM 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 | $15.5M | Buy |
139,377
+9,433
| +7% | +$1.05M | 2.52% | 11 |
|
|
2025
Q1 | $13.6M | Buy |
129,944
+2,021
| +2% | +$211K | 3.06% | 11 |
|
|
2024
Q4 | $15M | Buy |
127,923
+10,308
| +9% | +$1.21M | 3.67% | 8 |
|
|
2024
Q3 | $13.8M | Buy |
117,615
+12,862
| +12% | +$1.5M | 3.65% | 8 |
|
|
2024
Q2 | $11.2M | Buy |
104,753
+8,800
| +9% | +$939K | 3.75% | 7 |
|
|
2024
Q1 | $10.6M | Buy |
95,953
+15,894
| +20% | +$1.76M | 3.77% | 7 |
|
|
2023
Q4 | $8.67M | Buy |
80,059
+10,018
| +14% | +$1.08M | 3.69% | 7 |
|
|
2023
Q3 | $6.61M | Buy |
70,041
+16,777
| +31% | +$1.58M | 3.32% | 7 |
|
|
2023
Q2 | $5.36M | Buy |
53,264
+12,526
| +31% | +$1.26M | 2.69% | 10 |
|
|
2023
Q1 | $3.94M | Buy |
40,738
+9,147
| +29% | +$885K | 2.29% | 11 |
|
|
2022
Q4 | $2.99M | Buy |
31,591
+5,076
| +19% | +$480K | 2.13% | 11 |
|
|
2022
Q3 | $2.31M | Buy |
26,515
+3,210
| +14% | +$280K | 1.92% | 10 |
|
|
2022
Q2 | $2.38M | Buy |
+23,305
| New | +$2.38M | 2.36% | 7 |
|