GWSA
Global Wealth Strategies & Associates’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 | $75.4K | Sell |
690
-578
| -46% | -$63.2K | 0.02% | 90 |
|
|
2025
Q1 | $133K | Sell |
1,268
-30
| -2% | -$3.14K | 0.04% | 62 |
|
|
2024
Q4 | $150K | Hold |
1,298
| – | – | 0.05% | 63 |
|
|
2024
Q3 | $152K | Buy |
1,298
+432
| +50% | +$50.5K | 0.05% | 54 |
|
|
2024
Q2 | $92.4K | Buy |
866
+23
| +3% | +$2.45K | 0.03% | 63 |
|
|
2024
Q1 | $93.2K | Hold |
843
| – | – | 0.04% | 62 |
|
|
2023
Q4 | $91.3K | Hold |
843
| – | – | 0.04% | 59 |
|
|
2023
Q3 | $79.5K | Hold |
843
| – | – | 0.04% | 61 |
|
|
2023
Q2 | $84K | Hold |
843
| – | – | 0.04% | 62 |
|
|
2023
Q1 | $81.5K | Buy |
843
+14
| +2% | +$1.35K | 0.04% | 60 |
|
|
2022
Q4 | $78.5K | Buy |
+829
| New | +$78.5K | 0.05% | 63 |
|