JPWM
Jamison Private 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 | $1.42M | Sell |
13,001
-73
| -0.6% | -$7.98K | 0.2% | 91 |
|
|
2025
Q1 | $1.37M | Sell |
13,074
-13
| -0.1% | -$1.36K | 0.21% | 94 |
|
|
2024
Q4 | $1.51M | Buy |
13,087
+686
| +6% | +$79K | 0.22% | 92 |
|
|
2024
Q3 | $1.45M | Buy |
12,401
+454
| +4% | +$53.1K | 0.22% | 91 |
|
|
2024
Q2 | $1.27M | Buy |
11,947
+570
| +5% | +$60.8K | 0.21% | 92 |
|
|
2024
Q1 | $1.26M | Buy |
11,377
+632
| +6% | +$69.8K | 0.21% | 89 |
|
|
2023
Q4 | $1.16M | Buy |
10,745
+301
| +3% | +$32.6K | 0.22% | 87 |
|
|
2023
Q3 | $985K | Buy |
+10,444
| New | +$985K | 0.2% | 92 |
|