LWP
Laurel Wealth Planning’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 | $1.13M | Sell |
10,335
-1,351
| -12% | -$148K | 0.64% | 32 |
|
|
2025
Q1 | $1.22M | Sell |
11,686
-226
| -2% | -$23.6K | 0.81% | 30 |
|
|
2024
Q4 | $1.37M | Sell |
11,912
-744
| -6% | -$85.8K | 0.89% | 30 |
|
|
2024
Q3 | $1.48M | Sell |
12,656
-1,015
| -7% | -$119K | 0.97% | 28 |
|
|
2024
Q2 | $1.46M | Sell |
13,671
-13,387
| -49% | -$1.43M | 1.01% | 26 |
|
|
2024
Q1 | $2.99M | Sell |
27,058
-1,106
| -4% | -$122K | 1.99% | 17 |
|
|
2023
Q4 | $3.05M | Sell |
28,164
-342
| -1% | -$37K | 2.16% | 16 |
|
|
2023
Q3 | $2.69M | Buy |
28,506
+675
| +2% | +$63.7K | 2.09% | 16 |
|
|
2023
Q2 | $2.77M | Sell |
27,831
-1,479
| -5% | -$147K | 1.98% | 20 |
|
|
2023
Q1 | $2.83M | Sell |
29,310
-1,960
| -6% | -$190K | 1.88% | 23 |
|
|
2022
Q4 | $2.96M | Sell |
31,270
-573
| -2% | -$54.2K | 1.91% | 22 |
|
|
2022
Q3 | $2.78M | Sell |
31,843
-2,925
| -8% | -$255K | 2.04% | 18 |
|
|
2022
Q2 | $3.21M | Buy |
34,768
+2,211
| +7% | +$204K | 2.26% | 13 |
|
|
2022
Q1 | $3.51M | Buy |
32,557
+2,031
| +7% | +$219K | 2.37% | 13 |
|
|
2021
Q4 | $3.5M | Sell |
30,526
-6,564
| -18% | -$752K | 2.65% | 15 |
|
|
2021
Q3 | $4.05M | Sell |
37,090
-989
| -3% | -$108K | 3.27% | 10 |
|
|
2021
Q2 | $4.3M | Sell |
38,079
-4,409
| -10% | -$498K | 3.75% | 9 |
|
|
2021
Q1 | $4.61M | Sell |
42,488
-81
| -0.2% | -$8.79K | 4.22% | 7 |
|
|
2020
Q4 | $3.91M | Buy |
+42,569
| New | +$3.91M | 3.82% | 9 |
|