IWS
Integrity Wealth Solutions’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 | $238K | Buy |
2,181
+18
| +0.8% | +$1.97K | 0.12% | 101 |
|
2025
Q1 | $226K | Buy |
2,163
+35
| +2% | +$3.66K | 0.12% | 97 |
|
2024
Q4 | $245K | Buy |
2,128
+73
| +4% | +$8.41K | 0.14% | 90 |
|
2024
Q3 | $240K | Buy |
2,055
+29
| +1% | +$3.39K | 0.14% | 84 |
|
2024
Q2 | $216K | Buy |
2,026
+38
| +2% | +$4.05K | 0.14% | 84 |
|
2024
Q1 | $220K | Buy |
1,988
+23
| +1% | +$2.54K | 0.14% | 93 |
|
2023
Q4 | $213K | Buy |
+1,965
| New | +$213K | 0.15% | 90 |
|