IWA
IBEX 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 | $562K | Buy |
+5,138
| New | +$562K | 0.06% | 142 |
|
|
2025
Q1 | – | Sell |
-6,205
| Closed | -$715K | – | 163 |
|
|
2024
Q4 | $715K | Buy |
+6,205
| New | +$715K | 0.08% | 134 |
|
|
2019
Q3 | – | Sell |
-2,937
| Closed | -$229K | – | 203 |
|
|
2019
Q2 | $229K | Buy |
+2,937
| New | +$229K | 0.07% | 127 |
|
|
2018
Q4 | – | Sell |
-30,290
| Closed | -$2.6M | – | 88 |
|
|
2018
Q3 | $2.6M | Buy |
30,290
+8,875
| +41% | +$763K | 0.93% | 50 |
|
|
2018
Q2 | $1.61M | Hold |
21,415
| – | – | 0.65% | 62 |
|
|
2018
Q1 | $1.61M | Buy |
+21,415
| New | +$1.61M | 0.65% | 62 |
|
|
2017
Q4 | – | Sell |
-18,347
| Closed | -$1.37M | – | 104 |
|
|
2017
Q3 | $1.37M | Buy |
18,347
+2,361
| +15% | +$176K | 0.51% | 67 |
|
|
2017
Q2 | $1.11M | Buy |
+15,986
| New | +$1.11M | 0.44% | 76 |
|
|
2017
Q1 | – | Sell |
-12,712
| Closed | -$864K | – | 212 |
|
|
2016
Q4 | $864K | Buy |
+12,712
| New | +$864K | 0.41% | 75 |
|