GWMR
GC Wealth Management RIA’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 | $3.21M | Sell |
29,375
-20,483
| -41% | -$2.24M | 0.26% | 81 |
|
|
2025
Q1 | $5.21M | Sell |
49,858
-23
| -0% | -$2.41K | 0.96% | 22 |
|
|
2024
Q4 | $5.75M | Sell |
49,881
-781
| -2% | -$90K | 1.01% | 20 |
|
|
2024
Q3 | $5.93M | Buy |
50,662
+2
| +0% | +$234 | 1.03% | 20 |
|
|
2024
Q2 | $5.4M | Sell |
50,660
-1,017
| -2% | -$108K | 1.07% | 20 |
|
|
2024
Q1 | $5.71M | Buy |
51,677
+46,276
| +857% | +$5.11M | 1.14% | 18 |
|
|
2023
Q4 | $585K | Buy |
+5,401
| New | +$585K | 0.26% | 103 |
|