HCWM
Harrison & Co Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.21M | Sell |
23,332
-3,975
| -15% | -$376K | 2.14% | 14 |
|
|
2022
Q3 | $2.38M | Buy |
27,307
+1,977
| +8% | +$172K | 2.53% | 7 |
|
|
2022
Q2 | $2.34M | Buy |
25,330
+1,220
| +5% | +$113K | 2.22% | 12 |
|
|
2022
Q1 | $2.6M | Buy |
24,110
+1,459
| +6% | +$157K | 2.28% | 10 |
|
|
2021
Q4 | $2.59M | Buy |
+22,651
| New | +$2.59M | 2.18% | 11 |
|