GWMIA
Global Wealth Management Investment Advisory’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 | $6.1M | Sell |
55,786
-17,083
| -23% | -$1.87M | 1.14% | 21 |
|
|
2025
Q1 | $7.62M | Buy |
72,869
+3,938
| +6% | +$412K | 1.52% | 17 |
|
|
2024
Q4 | $7.94M | Buy |
68,931
+2,941
| +4% | +$339K | 1.64% | 17 |
|
|
2024
Q3 | $7.72M | Buy |
65,990
+1,773
| +3% | +$207K | 1.67% | 17 |
|
|
2024
Q2 | $6.85M | Buy |
64,217
+1,666
| +3% | +$178K | 1.59% | 17 |
|
|
2024
Q1 | $6.91M | Buy |
62,551
+719
| +1% | +$79.5K | 1.69% | 18 |
|
|
2023
Q4 | $6.69M | Buy |
61,832
+807
| +1% | +$87.4K | 1.72% | 16 |
|
|
2023
Q3 | $5.76M | Buy |
61,025
+2,264
| +4% | +$214K | 1.61% | 17 |
|
|
2023
Q2 | $5.86M | Buy |
58,761
+2,744
| +5% | +$273K | 1.61% | 16 |
|
|
2023
Q1 | $5.42M | Buy |
56,017
+3,162
| +6% | +$306K | 1.63% | 16 |
|
|
2022
Q4 | $5M | Sell |
52,855
-720
| -1% | -$68.1K | 1.63% | 15 |
|
|
2022
Q3 | $4.67M | Buy |
53,575
+1,100
| +2% | +$95.9K | 1.66% | 14 |
|
|
2022
Q2 | $4.85M | Buy |
52,475
+4,607
| +10% | +$426K | 1.64% | 14 |
|
|
2022
Q1 | $5.16M | Buy |
47,868
+13,621
| +40% | +$1.47M | 1.54% | 18 |
|
|
2021
Q4 | $3.92M | Buy |
34,247
+1,784
| +5% | +$204K | 1.18% | 24 |
|
|
2021
Q3 | $3.55M | Buy |
32,463
+3,006
| +10% | +$328K | 1.12% | 27 |
|
|
2021
Q2 | $3.33M | Buy |
29,457
+739
| +3% | +$83.5K | 1.11% | 27 |
|
|
2021
Q1 | $3.12M | Sell |
28,718
-4,158
| -13% | -$451K | 1.12% | 30 |
|
|
2020
Q4 | $3.02M | Sell |
32,876
-6
| -0% | -$551 | 1.17% | 26 |
|
|
2020
Q3 | $2.31M | Buy |
32,882
+294
| +0.9% | +$20.6K | 1% | 31 |
|
|
2020
Q2 | $2.23M | Buy |
32,588
+3,801
| +13% | +$260K | 0.95% | 34 |
|
|
2020
Q1 | $1.62M | Buy |
28,787
+10,388
| +56% | +$583K | 0.81% | 49 |
|
|
2019
Q4 | $1.54M | Buy |
18,399
+1,179
| +7% | +$98.9K | 0.65% | 57 |
|
|
2019
Q3 | $1.34M | Buy |
17,220
+916
| +6% | +$71.3K | 0.61% | 60 |
|
|
2019
Q2 | $1.28M | Buy |
16,304
+2,781
| +21% | +$218K | 0.62% | 58 |
|
|
2019
Q1 | $1.04M | Buy |
13,523
+6,187
| +84% | +$477K | 0.54% | 62 |
|
|
2018
Q4 | $509K | Buy |
+7,336
| New | +$509K | 0.3% | 80 |
|