IWP
IAG Wealth Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65K | Hold |
185
| – | – | ﹤0.01% | 369 |
|
|
2025
Q1 | $7.11K | Hold |
185
| – | – | ﹤0.01% | 373 |
|
|
2024
Q4 | $7.78K | Hold |
185
| – | – | ﹤0.01% | 373 |
|
|
2024
Q3 | $7.74K | Hold |
185
| – | – | ﹤0.01% | 373 |
|
|
2024
Q2 | $7.12K | Hold |
185
| – | – | ﹤0.01% | 367 |
|
|
2024
Q1 | $7.45K | Hold |
185
| – | – | ﹤0.01% | 351 |
|
|
2023
Q4 | $7.03K | Hold |
185
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $6.23K | Hold |
185
| – | – | ﹤0.01% | 350 |
|
|
2023
Q2 | $6.57K | Hold |
185
| – | – | ﹤0.01% | 357 |
|
|
2023
Q1 | $6.29K | Hold |
185
| – | – | ﹤0.01% | 366 |
|
|
2022
Q4 | $6.08K | Hold |
185
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $6K | Hold |
185
| – | – | ﹤0.01% | 325 |
|
|
2022
Q2 | $6K | Hold |
185
| – | – | ﹤0.01% | 320 |
|
|
2022
Q1 | $7K | Hold |
185
| – | – | ﹤0.01% | 326 |
|
|
2021
Q4 | $7K | Hold |
185
| – | – | ﹤0.01% | 327 |
|
|
2021
Q3 | $8K | Sell |
185
-174
| -48% | -$7.52K | ﹤0.01% | 285 |
|
|
2021
Q2 | $15K | Hold |
359
| – | – | 0.01% | 214 |
|
|
2021
Q1 | $14K | Hold |
359
| – | – | 0.01% | 221 |
|
|
2020
Q4 | $13K | Hold |
359
| – | – | 0.01% | 212 |
|
|
2020
Q3 | $10K | Hold |
359
| – | – | ﹤0.01% | 222 |
|
|
2020
Q2 | $10K | Buy |
+359
| New | +$10K | ﹤0.01% | 220 |
|