IWS
Insight Wealth Strategies’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 | $676K | Sell |
6,092
-275
| -4% | -$30.5K | 0.09% | 113 |
|
|
2025
Q1 | $666K | Sell |
6,367
-100,030
| -94% | -$10.5M | 0.09% | 112 |
|
|
2024
Q4 | $12.3M | Buy |
106,397
+72
| +0.1% | +$8.3K | 1.64% | 16 |
|
|
2024
Q3 | $12.4M | Buy |
106,325
+1,237
| +1% | +$145K | 1.64% | 16 |
|
|
2024
Q2 | $11.2M | Buy |
105,088
+4,678
| +5% | +$499K | 1.59% | 18 |
|
|
2024
Q1 | $11.1M | Sell |
100,410
-281
| -0.3% | -$31.1K | 1.63% | 17 |
|
|
2023
Q4 | $10.9M | Sell |
100,691
-2,181
| -2% | -$236K | 1.76% | 18 |
|
|
2023
Q3 | $9.7M | Sell |
102,872
-3,322
| -3% | -$313K | 1.87% | 16 |
|
|
2023
Q2 | $10.6M | Sell |
106,194
-601
| -0.6% | -$59.9K | 2.03% | 16 |
|
|
2023
Q1 | $10.3M | Sell |
106,795
-2,771
| -3% | -$268K | 2.02% | 15 |
|
|
2022
Q4 | $10.4M | Sell |
109,566
-9,695
| -8% | -$918K | 2% | 16 |
|
|
2022
Q3 | $11M | Hold |
119,261
| – | – | 2.05% | 16 |
|
|
2022
Q2 | $11M | Sell |
119,261
-8,685
| -7% | -$803K | 2.05% | 16 |
|
|
2022
Q1 | $13.8M | Buy |
127,946
+1,926
| +2% | +$208K | 2.04% | 17 |
|
|
2021
Q4 | $14.4M | Sell |
126,020
-14,914
| -11% | -$1.71M | 2.06% | 18 |
|
|
2021
Q3 | $15.4M | Buy |
140,934
+7,562
| +6% | +$826K | 2.17% | 18 |
|
|
2021
Q2 | $15.1M | Sell |
133,372
-4,573
| -3% | -$517K | 2.14% | 19 |
|
|
2021
Q1 | $15M | Buy |
137,945
+32,350
| +31% | +$3.51M | 2.01% | 19 |
|
|
2020
Q4 | $9.7M | Sell |
105,595
-57,186
| -35% | -$5.26M | 1.65% | 19 |
|
|
2020
Q3 | $11.4M | Buy |
162,781
+74,772
| +85% | +$5.25M | 2.12% | 18 |
|
|
2020
Q2 | $6.01M | Buy |
88,009
+5,064
| +6% | +$346K | 1.34% | 19 |
|
|
2020
Q1 | $4.65M | Sell |
82,945
-22,296
| -21% | -$1.25M | 1.24% | 19 |
|
|
2019
Q4 | $8.82M | Buy |
105,241
+6,850
| +7% | +$574K | 1.87% | 14 |
|
|
2019
Q3 | $7.66M | Sell |
98,391
-2,840
| -3% | -$221K | 1.8% | 14 |
|
|
2019
Q2 | $7.92M | Sell |
101,231
-95,795
| -49% | -$7.5M | 1.94% | 15 |
|
|
2019
Q1 | $15.2M | Buy |
197,026
+7,691
| +4% | +$593K | 4.25% | 7 |
|
|
2018
Q4 | $13.1M | Buy |
+189,335
| New | +$13.1M | 4.02% | 9 |
|