HNWAG
High Net Worth Advisory Group’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 | $1.81M | Sell |
16,594
-251
| -1% | -$27.4K | 0.48% | 49 |
|
|
2025
Q1 | $1.76M | Buy |
16,845
+1,007
| +6% | +$105K | 0.5% | 52 |
|
|
2024
Q4 | $1.82M | Buy |
15,838
+283
| +2% | +$32.6K | 0.51% | 49 |
|
|
2024
Q3 | $1.82M | Sell |
15,555
-108
| -0.7% | -$12.6K | 0.5% | 50 |
|
|
2024
Q2 | $1.67M | Buy |
15,663
+5
| +0% | +$533 | 0.51% | 50 |
|
|
2024
Q1 | $1.73M | Buy |
15,658
+14
| +0.1% | +$1.55K | 0.54% | 47 |
|
|
2023
Q4 | $1.69M | Buy |
15,644
+876
| +6% | +$94.8K | 0.63% | 40 |
|
|
2023
Q3 | $1.39M | Buy |
14,768
+453
| +3% | +$42.7K | 0.56% | 50 |
|
|
2023
Q2 | $1.43M | Sell |
14,315
-1,715
| -11% | -$171K | 0.55% | 49 |
|
|
2023
Q1 | $1.55M | Sell |
16,030
-329
| -2% | -$31.8K | 0.63% | 43 |
|
|
2022
Q4 | $1.55M | Sell |
16,359
-2,930
| -15% | -$277K | 0.6% | 45 |
|
|
2022
Q3 | $1.68M | Buy |
19,289
+83
| +0.4% | +$7.24K | 0.72% | 33 |
|
|
2022
Q2 | $1.78M | Sell |
19,206
-3,063
| -14% | -$283K | 0.74% | 35 |
|
|
2022
Q1 | $2.4M | Buy |
22,269
+799
| +4% | +$86.2K | 0.87% | 25 |
|
|
2021
Q4 | $2.46M | Buy |
+21,470
| New | +$2.46M | 0.86% | 28 |
|