LWL
Leo Wealth LLC’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 | $4.62M | Buy |
42,288
+4,668
| +12% | +$510K | 0.36% | 53 |
|
|
2025
Q1 | $3.93M | Sell |
37,620
-12,218
| -25% | -$1.28M | 0.57% | 38 |
|
|
2024
Q4 | $5.74M | Buy |
49,838
+7,207
| +17% | +$830K | 0.51% | 35 |
|
|
2024
Q3 | $4.99M | Buy |
42,631
+5,116
| +14% | +$598K | 0.46% | 38 |
|
|
2024
Q2 | $4M | Buy |
37,515
+4,069
| +12% | +$434K | 0.41% | 45 |
|
|
2024
Q1 | $3.7M | Buy |
33,446
+9,874
| +42% | +$1.09M | 0.38% | 48 |
|
|
2023
Q4 | $2.55M | Buy |
+23,572
| New | +$2.55M | 0.26% | 64 |
|