LWA
Lineweaver Wealth Advisors’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 | $1.36M | Sell |
12,413
-6,483
| -34% | -$709K | 0.21% | 85 |
|
|
2025
Q1 | $1.98M | Buy |
18,896
+329
| +2% | +$34.4K | 0.34% | 59 |
|
|
2024
Q4 | $2.14M | Buy |
18,567
+45
| +0.2% | +$5.18K | 0.4% | 53 |
|
|
2024
Q3 | $2.17M | Sell |
18,522
-317
| -2% | -$37.1K | 0.41% | 46 |
|
|
2024
Q2 | $2.01M | Sell |
18,839
-1,129
| -6% | -$120K | 0.42% | 45 |
|
|
2024
Q1 | $2.21M | Sell |
19,968
-246
| -1% | -$27.2K | 0.52% | 39 |
|
|
2023
Q4 | $2.19M | Sell |
20,214
-4,799
| -19% | -$520K | 0.57% | 38 |
|
|
2023
Q3 | $2.36M | Sell |
25,013
-1,788
| -7% | -$169K | 0.69% | 29 |
|
|
2023
Q2 | $2.67M | Sell |
26,801
-2,106
| -7% | -$210K | 0.76% | 25 |
|
|
2023
Q1 | $2.8M | Sell |
28,907
-48,357
| -63% | -$4.68M | 0.86% | 21 |
|
|
2022
Q4 | $7.32M | Sell |
77,264
-823
| -1% | -$77.9K | 2.22% | 10 |
|
|
2022
Q3 | $6.81M | Buy |
78,087
+2,262
| +3% | +$197K | 2.21% | 10 |
|
|
2022
Q2 | $7.01M | Sell |
75,825
-2,138
| -3% | -$198K | 2.31% | 10 |
|
|
2022
Q1 | $8.41M | Sell |
77,963
-15,635
| -17% | -$1.69M | 2.4% | 10 |
|
|
2021
Q4 | $10.7M | Buy |
93,598
+513
| +0.6% | +$58.7K | 3.09% | 9 |
|
|
2021
Q3 | $10.2M | Buy |
93,085
+3,427
| +4% | +$374K | 3.1% | 10 |
|
|
2021
Q2 | $10.1M | Buy |
89,658
+1,434
| +2% | +$162K | 3.32% | 9 |
|
|
2021
Q1 | $9.57M | Buy |
88,224
+26,351
| +43% | +$2.86M | 3.4% | 8 |
|
|
2020
Q4 | $5.69M | Sell |
61,873
-37,304
| -38% | -$3.43M | 2.23% | 15 |
|
|
2020
Q3 | $6.97M | Sell |
99,177
-627
| -0.6% | -$44.1K | 3.11% | 10 |
|
|
2020
Q2 | $6.82M | Buy |
99,804
+71,902
| +258% | +$4.91M | 3.46% | 8 |
|
|
2020
Q1 | $1.56M | Sell |
27,902
-19
| -0.1% | -$1.06K | 0.98% | 24 |
|
|
2019
Q4 | $2.34M | Buy |
+27,921
| New | +$2.34M | 1.32% | 19 |
|