LGWM
Litman Gregory 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 | $14.2M | Sell |
130,006
-13,355
| -9% | -$1.46M | 1.12% | 23 |
|
|
2025
Q1 | $15M | Sell |
143,361
-82,864
| -37% | -$8.67M | 1.29% | 20 |
|
|
2024
Q4 | $26.1M | Buy |
226,225
+67,821
| +43% | +$7.81M | 2.26% | 10 |
|
|
2024
Q3 | $18.5M | Buy |
158,404
+16,351
| +12% | +$1.91M | 1.55% | 15 |
|
|
2024
Q2 | $15.2M | Buy |
142,053
+45,245
| +47% | +$4.83M | 1.34% | 19 |
|
|
2024
Q1 | $10.7M | Buy |
96,808
+9,635
| +11% | +$1.06M | 0.97% | 27 |
|
|
2023
Q4 | $9.44M | Buy |
87,173
+42,634
| +96% | +$4.62M | 0.9% | 28 |
|
|
2023
Q3 | $4.2M | Buy |
44,539
+2,516
| +6% | +$237K | 0.43% | 42 |
|
|
2023
Q2 | $4.19M | Buy |
+42,023
| New | +$4.19M | 0.52% | 27 |
|
|
2023
Q1 | – | Sell |
-39,233
| Closed | -$3.71M | – | 66 |
|
|
2022
Q4 | $3.71M | Buy |
39,233
+17,771
| +83% | +$1.68M | 0.52% | 27 |
|
|
2022
Q3 | $1.87M | Sell |
21,462
-3,853
| -15% | -$336K | 0.3% | 30 |
|
|
2022
Q2 | $2.34M | Buy |
25,315
+528
| +2% | +$48.8K | 0.34% | 36 |
|
|
2022
Q1 | $2.67M | Buy |
24,787
+896
| +4% | +$96.7K | 0.39% | 33 |
|
|
2021
Q4 | $2.74M | Buy |
23,891
+1,927
| +9% | +$221K | 0.46% | 31 |
|
|
2021
Q3 | $2.4M | Buy |
21,964
+20,042
| +1,043% | +$2.19M | 0.45% | 30 |
|
|
2021
Q2 | $1.92K | Sell |
1,922
-14,787
| -88% | -$14.8K | 0.36% | 32 |
|
|
2021
Q1 | $1.81M | Sell |
16,709
-1,156
| -6% | -$125K | 0.36% | 32 |
|
|
2020
Q4 | $1.64M | Hold |
17,865
| – | – | 0.3% | 35 |
|
|
2020
Q3 | $1.26M | Hold |
17,865
| – | – | 0.26% | 37 |
|
|
2020
Q2 | $1.22M | Hold |
17,865
| – | – | 0.27% | 34 |
|
|
2020
Q1 | $1M | Buy |
17,865
+14,670
| +459% | +$823K | 0.25% | 34 |
|
|
2019
Q4 | $268K | Buy |
3,195
+541
| +20% | +$45.4K | 0.06% | 44 |
|
|
2019
Q3 | $207K | Hold |
2,654
| – | – | 0.05% | 46 |
|
|
2019
Q2 | $208K | Sell |
2,654
-165
| -6% | -$12.9K | 0.05% | 47 |
|
|
2019
Q1 | $217K | Buy |
2,819
+165
| +6% | +$12.7K | 0.06% | 43 |
|
|
2018
Q4 | $184K | Buy |
2,654
+2,328
| +714% | +$161K | 0.06% | 44 |
|
|
2018
Q3 | $28K | Buy |
326
+44
| +16% | +$3.78K | 0.01% | 70 |
|
|
2018
Q2 | $24K | Hold |
282
| – | – | 0.01% | 67 |
|
|
2018
Q1 | $22K | Buy |
+282
| New | +$22K | 0.01% | 122 |
|