HWM
Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
3,481
+2
| +0.1% | +$219 | 0.19% | 83 |
|
|
2025
Q1 | $364K | Sell |
3,479
-66
| -2% | -$6.9K | 0.2% | 86 |
|
|
2024
Q4 | $408K | Hold |
3,545
| – | – | 0.22% | 82 |
|
|
2024
Q3 | $415K | Sell |
3,545
-328
| -8% | -$38.4K | 0.24% | 79 |
|
|
2024
Q2 | $413K | Buy |
3,873
+2
| +0.1% | +$213 | 0.33% | 66 |
|
|
2024
Q1 | $428K | Sell |
3,871
-520
| -12% | -$57.5K | 0.35% | 61 |
|
|
2023
Q4 | $475K | Buy |
4,391
+120
| +3% | +$13K | 0.4% | 56 |
|
|
2023
Q3 | $403K | Hold |
4,271
| – | – | 0.37% | 59 |
|
|
2023
Q2 | $426K | Hold |
4,271
| – | – | 0.37% | 59 |
|
|
2023
Q1 | $413K | Sell |
4,271
-30
| -0.7% | -$2.9K | 0.34% | 66 |
|
|
2022
Q4 | $407K | Sell |
4,301
-29
| -0.7% | -$2.74K | 0.33% | 68 |
|
|
2022
Q3 | $377K | Buy |
4,330
+1,007
| +30% | +$87.7K | 0.27% | 72 |
|
|
2022
Q2 | $307K | Sell |
3,323
-1,068
| -24% | -$98.7K | 0.33% | 49 |
|
|
2022
Q1 | $473K | Hold |
4,391
| – | – | 0.26% | 78 |
|
|
2021
Q4 | $502K | Sell |
4,391
-13
| -0.3% | -$1.49K | 0.26% | 80 |
|
|
2021
Q3 | $480K | Hold |
4,404
| – | – | 0.27% | 83 |
|
|
2021
Q2 | $497K | Buy |
4,404
+190
| +5% | +$21.4K | 0.27% | 81 |
|
|
2021
Q1 | $457K | Sell |
4,214
-275
| -6% | -$29.8K | 0.27% | 80 |
|
|
2020
Q4 | $412K | Sell |
4,489
-124
| -3% | -$11.4K | 0.26% | 85 |
|
|
2020
Q3 | $324K | Sell |
4,613
-1
| -0% | -$70 | 0.23% | 91 |
|
|
2020
Q2 | $315K | Buy |
4,614
+62
| +1% | +$4.23K | 0.26% | 85 |
|
|
2020
Q1 | $255K | Buy |
4,552
+57
| +1% | +$3.19K | 0.27% | 84 |
|
|
2019
Q4 | $376K | Buy |
+4,495
| New | +$376K | 0.31% | 73 |
|