ISWM
Independent Solutions 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 | $5.22M | Buy |
47,785
+670
| +1% | +$73.2K | 1.02% | 26 |
|
|
2025
Q1 | $4.93M | Buy |
47,115
+1,744
| +4% | +$182K | 1.1% | 26 |
|
|
2024
Q4 | $5.23M | Sell |
45,371
-7,449
| -14% | -$858K | 1.14% | 24 |
|
|
2024
Q3 | $6.18M | Buy |
52,820
+5,685
| +12% | +$665K | 1.4% | 19 |
|
|
2024
Q2 | $5.03M | Buy |
47,135
+556
| +1% | +$59.3K | 1.15% | 20 |
|
|
2024
Q1 | $5.15M | Buy |
46,579
+802
| +2% | +$88.6K | 1.22% | 19 |
|
|
2023
Q4 | $4.96M | Sell |
45,777
-998
| -2% | -$108K | 1.27% | 19 |
|
|
2023
Q3 | $4.41M | Buy |
46,775
+291
| +0.6% | +$27.5K | 1.15% | 22 |
|
|
2023
Q2 | $4.63M | Sell |
46,484
-1,190
| -2% | -$119K | 1.17% | 18 |
|
|
2023
Q1 | $4.61M | Sell |
47,674
-2,902
| -6% | -$281K | 1.36% | 16 |
|
|
2022
Q4 | $4.79M | Buy |
50,576
+4,645
| +10% | +$440K | 1.46% | 13 |
|
|
2022
Q3 | $4M | Sell |
45,931
-1,361
| -3% | -$119K | 1.31% | 15 |
|
|
2022
Q2 | $4.37M | Sell |
47,292
-28,283
| -37% | -$2.61M | 1.36% | 15 |
|
|
2022
Q1 | $8.15M | Sell |
75,575
-160
| -0.2% | -$17.3K | 1.92% | 12 |
|
|
2021
Q4 | $8.67M | Sell |
75,735
-3,214
| -4% | -$368K | 2.04% | 12 |
|
|
2021
Q3 | $8.62M | Sell |
78,949
-8,362
| -10% | -$913K | 2.14% | 11 |
|
|
2021
Q2 | $9.86M | Sell |
87,311
-3,389
| -4% | -$383K | 2.39% | 10 |
|
|
2021
Q1 | $9.84M | Sell |
90,700
-2,512
| -3% | -$273K | 2.7% | 9 |
|
|
2020
Q4 | $8.57M | Buy |
93,212
+3,718
| +4% | +$342K | 2.67% | 10 |
|
|
2020
Q3 | $6.29M | Sell |
89,494
-2,866
| -3% | -$201K | 2.4% | 10 |
|
|
2020
Q2 | $6.31M | Sell |
92,360
-1,503
| -2% | -$103K | 2.7% | 10 |
|
|
2020
Q1 | $5.27M | Buy |
93,863
+13,335
| +17% | +$748K | 2.91% | 9 |
|
|
2019
Q4 | $6.75M | Buy |
+80,528
| New | +$6.75M | 2.99% | 8 |
|