MSWM
McGlone Suttner 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 | $2.37M | Buy |
21,687
+21
| +0.1% | +$2.3K | 0.36% | 28 |
|
|
2025
Q1 | $2.27M | Sell |
21,666
-964
| -4% | -$101K | 0.37% | 28 |
|
|
2024
Q4 | $2.61M | Buy |
22,630
+3,733
| +20% | +$430K | 0.44% | 25 |
|
|
2024
Q3 | $2.21M | Sell |
18,897
-2,897
| -13% | -$339K | 0.46% | 23 |
|
|
2024
Q2 | $2.36M | Buy |
21,794
+580
| +3% | +$62.8K | 0.48% | 20 |
|
|
2024
Q1 | $2.34M | Sell |
21,214
-580
| -3% | -$64.1K | 0.44% | 22 |
|
|
2023
Q4 | $2.36M | Buy |
21,794
+85
| +0.4% | +$9.2K | 0.47% | 20 |
|
|
2023
Q3 | $2.05M | Sell |
21,709
-5,038
| -19% | -$475K | 0.47% | 21 |
|
|
2023
Q2 | $2.67M | Sell |
26,747
-2,245
| -8% | -$224K | 0.61% | 19 |
|
|
2023
Q1 | $2.8M | Sell |
28,992
-1,841
| -6% | -$178K | 0.72% | 19 |
|
|
2022
Q4 | $2.92M | Buy |
+30,833
| New | +$2.92M | 0.93% | 19 |
|