HWA
Hillcrest Wealth Advisors’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 | $650K | Hold |
5,950
| – | – | 0.31% | 32 |
|
|
2025
Q1 | $622K | Hold |
5,950
| – | – | 0.31% | 32 |
|
|
2024
Q4 | $686K | Hold |
5,950
| – | – | 0.33% | 31 |
|
|
2024
Q3 | $696K | Sell |
5,950
-274
| -4% | -$32K | 0.35% | 28 |
|
|
2024
Q2 | $664K | Hold |
6,224
| – | – | 0.36% | 30 |
|
|
2024
Q1 | $688K | Hold |
6,224
| – | – | 0.37% | 29 |
|
|
2023
Q4 | $674K | Sell |
6,224
-200
| -3% | -$21.7K | 0.37% | 30 |
|
|
2023
Q3 | $606K | Hold |
6,424
| – | – | 0.35% | 32 |
|
|
2023
Q2 | $640K | Hold |
6,424
| – | – | 0.38% | 29 |
|
|
2023
Q1 | $621K | Hold |
6,424
| – | – | 0.37% | 30 |
|
|
2022
Q4 | $608K | Hold |
6,424
| – | – | 0.36% | 31 |
|
|
2022
Q3 | $560K | Sell |
6,424
-200
| -3% | -$17.4K | 0.36% | 33 |
|
|
2022
Q2 | $612K | Hold |
6,624
| – | – | 0.37% | 31 |
|
|
2022
Q1 | $715K | Hold |
6,624
| – | – | 0.4% | 31 |
|
|
2021
Q4 | $759K | Hold |
6,624
| – | – | 0.41% | 31 |
|
|
2021
Q3 | $723K | Hold |
6,624
| – | – | 0.43% | 29 |
|
|
2021
Q2 | $748K | Buy |
+6,624
| New | +$748K | 0.45% | 27 |
|