IWAG
Integer Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.51M | Buy |
41,148
+101
| +0.2% | +$11.1K | 2.45% | 14 |
|
|
2020
Q4 | $4M | Buy |
41,047
+2,281
| +6% | +$222K | 2.64% | 14 |
|
|
2020
Q3 | $2.72M | Sell |
38,766
-3,128
| -7% | -$220K | 2.5% | 14 |
|
|
2020
Q2 | $2.75M | Buy |
41,894
+2,011
| +5% | +$132K | 2.82% | 14 |
|
|
2020
Q1 | $2.53M | Buy |
39,883
+5,742
| +17% | +$364K | 2.87% | 14 |
|
|
2019
Q4 | $2.81M | Buy |
+34,141
| New | +$2.81M | 2.78% | 12 |
|