GWP
Gateway 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
36,259
-1,653
| -4% | -$181K | 0.75% | 41 |
|
|
2025
Q1 | $3.96M | Buy |
37,912
+255
| +0.7% | +$26.7K | 0.89% | 28 |
|
|
2024
Q4 | $4.34M | Buy |
37,657
+360
| +1% | +$41.5K | 1.12% | 20 |
|
|
2024
Q3 | $4.36M | Sell |
37,297
-2,878
| -7% | -$337K | 1.2% | 18 |
|
|
2024
Q2 | $4.29M | Buy |
40,175
+730
| +2% | +$77.9K | 1.3% | 16 |
|
|
2024
Q1 | $4.36M | Buy |
39,445
+598
| +2% | +$66.1K | 1.57% | 13 |
|
|
2023
Q4 | $4.21M | Buy |
38,847
+3,344
| +9% | +$362K | 1.69% | 12 |
|
|
2023
Q3 | $3.35M | Sell |
35,503
-1,358
| -4% | -$128K | 0.6% | 36 |
|
|
2023
Q2 | $3.67M | Buy |
36,861
+1,152
| +3% | +$115K | 0.66% | 30 |
|
|
2023
Q1 | $3.45M | Sell |
35,709
-3,186
| -8% | -$308K | 0.53% | 33 |
|
|
2022
Q4 | $3.68M | Buy |
+38,895
| New | +$3.68M | 0.63% | 30 |
|