IWM
IHT 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 | $11.5M | Buy |
105,225
+35,747
| +51% | +$3.91M | 0.32% | 74 |
|
|
2025
Q1 | $7.25M | Buy |
69,478
+4,592
| +7% | +$479K | 0.23% | 93 |
|
|
2024
Q4 | $7.48M | Sell |
64,886
-11,786
| -15% | -$1.36M | 0.24% | 83 |
|
|
2024
Q3 | $9.02M | Buy |
76,672
+12,368
| +19% | +$1.46M | 0.26% | 76 |
|
|
2024
Q2 | $6.9M | Buy |
64,304
+1,820
| +3% | +$195K | 0.26% | 77 |
|
|
2024
Q1 | $6.91M | Buy |
62,484
+2,314
| +4% | +$256K | 0.28% | 73 |
|
|
2023
Q4 | $6.51M | Buy |
60,170
+2,340
| +4% | +$253K | 0.29% | 74 |
|
|
2023
Q3 | $5.46M | Sell |
57,830
-1,011
| -2% | -$95.4K | 0.28% | 78 |
|
|
2023
Q2 | $5.86M | Sell |
58,841
-22,267
| -27% | -$2.22M | 0.31% | 66 |
|
|
2023
Q1 | $7.84M | Buy |
81,108
+11,014
| +16% | +$1.07M | 0.45% | 42 |
|
|
2022
Q4 | $6.63M | Sell |
70,094
-17,097
| -20% | -$1.62M | 0.42% | 50 |
|
|
2022
Q3 | $7.6M | Buy |
87,191
+41,415
| +90% | +$3.61M | 0.58% | 28 |
|
|
2022
Q2 | $4.23M | Buy |
45,776
+179
| +0.4% | +$16.5K | 0.37% | 48 |
|
|
2022
Q1 | $4.92M | Sell |
45,597
-11,406
| -20% | -$1.23M | 0.37% | 48 |
|
|
2021
Q4 | $6.53M | Buy |
57,003
+1,277
| +2% | +$146K | 0.48% | 36 |
|
|
2021
Q3 | $6.09M | Sell |
55,726
-4,168
| -7% | -$455K | 0.5% | 39 |
|
|
2021
Q2 | $6.77M | Buy |
59,894
+4,903
| +9% | +$554K | 0.43% | 45 |
|
|
2021
Q1 | $5.97M | Sell |
54,991
-1,127
| -2% | -$122K | 0.43% | 47 |
|
|
2020
Q4 | $5.16M | Sell |
56,118
-1,843
| -3% | -$169K | 0.43% | 45 |
|
|
2020
Q3 | $4.07M | Sell |
57,961
-5,989
| -9% | -$421K | 0.41% | 43 |
|
|
2020
Q2 | $4.37M | Sell |
63,950
-11,243
| -15% | -$768K | 0.6% | 29 |
|
|
2020
Q1 | $4.22M | Sell |
75,193
-10,402
| -12% | -$584K | 0.61% | 26 |
|
|
2019
Q4 | $7.18M | Buy |
85,595
+1,874
| +2% | +$157K | 0.85% | 17 |
|
|
2019
Q3 | $6.53M | Sell |
83,721
-698
| -0.8% | -$54.5K | 0.89% | 15 |
|
|
2019
Q2 | $6.6M | Buy |
84,419
+4,591
| +6% | +$359K | 0.96% | 16 |
|
|
2019
Q1 | $6.16M | Sell |
79,828
-4,157
| -5% | -$321K | 1.03% | 14 |
|
|
2018
Q4 | $5.82M | Buy |
83,985
+40,406
| +93% | +$2.8M | 1.12% | 13 |
|
|
2018
Q3 | $3.8M | Buy |
43,579
+22,660
| +108% | +$1.98M | 0.82% | 24 |
|
|
2018
Q2 | $1.75M | Buy |
20,919
+7,991
| +62% | +$667K | 0.45% | 57 |
|
|
2018
Q1 | $973K | Buy |
12,928
+4,315
| +50% | +$325K | 0.26% | 93 |
|
|
2017
Q4 | $672K | Buy |
8,613
+5,296
| +160% | +$413K | 0.18% | 144 |
|
|
2017
Q3 | $248K | Buy |
3,317
+1,086
| +49% | +$81.2K | 0.11% | 212 |
|
|
2017
Q2 | $243 | Sell |
2,231
-8
| -0.4% | -$1 | 0.12% | 202 |
|
|
2017
Q1 | $243K | Buy |
2,239
+2,117
| +1,735% | +$230K | 0.16% | 153 |
|
|
2016
Q4 | $17K | Buy |
+122
| New | +$17K | 0.01% | 682 |
|