LCWP
Legacy Capital Wealth Partners’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 | $406K | Sell |
11,738
-4,615
| -28% | -$160K | 0.09% | 243 |
|
|
2025
Q1 | $871K | Buy |
16,353
+2,003
| +14% | +$107K | 0.21% | 98 |
|
|
2024
Q4 | $729K | Buy |
14,350
+5,191
| +57% | +$264K | 0.18% | 116 |
|
|
2024
Q3 | $240K | Buy |
9,159
+6,744
| +279% | +$177K | 0.05% | 310 |
|
|
2024
Q2 | $258K | Buy |
+2,415
| New | +$258K | 0.07% | 264 |
|
|
2024
Q1 | – | Sell |
-127,272
| Closed | -$13.8M | – | 219 |
|
|
2023
Q4 | $13.8M | Sell |
127,272
-3,268
| -3% | -$354K | 3.9% | 3 |
|
|
2023
Q3 | $12.3M | Buy |
130,540
+63,505
| +95% | +$5.99M | 3.38% | 4 |
|
|
2023
Q2 | $6.68M | Sell |
67,035
-7,368
| -10% | -$734K | 5.55% | 5 |
|
|
2023
Q1 | $7.19M | Buy |
74,403
+36,188
| +95% | +$3.5M | 1.96% | 14 |
|
|
2022
Q4 | $3.62M | Buy |
38,215
+406
| +1% | +$38.4K | 1.73% | 23 |
|
|
2022
Q3 | $3.3M | Buy |
37,809
+1,021
| +3% | +$89K | 1.75% | 25 |
|
|
2022
Q2 | $3.4M | Buy |
36,788
+3,343
| +10% | +$309K | 1.71% | 24 |
|
|
2022
Q1 | $3.61M | Sell |
33,445
-82,788
| -71% | -$8.93M | 1.55% | 24 |
|
|
2021
Q4 | $13.1M | Sell |
116,233
-3,292,316
| -97% | -$370M | 5.39% | 10 |
|
|
2021
Q3 | $12.5M | Buy |
3,408,549
+3,323,937
| +3,928% | +$12.2M | 4.9% | 10 |
|
|
2021
Q2 | $9.56M | Buy |
84,612
+4,972
| +6% | +$562K | 5.15% | 12 |
|
|
2021
Q1 | $8.64M | Sell |
79,640
-34,570
| -30% | -$3.75M | 3.57% | 10 |
|
|
2020
Q4 | $10.5M | Buy |
+114,210
| New | +$10.5M | 4.5% | 9 |
|