MAWCM
Mine & Arao Wealth Creation & 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 | $2.16M | Sell |
19,740
-92
| -0.5% | -$10.1K | 0.96% | 17 |
|
|
2025
Q1 | $2.07M | Sell |
19,832
-107
| -0.5% | -$11.2K | 1.01% | 15 |
|
|
2024
Q4 | $2.3M | Sell |
19,939
-615
| -3% | -$70.9K | 1.05% | 15 |
|
|
2024
Q3 | $2.4M | Buy |
20,554
+216
| +1% | +$25.3K | 1.12% | 14 |
|
|
2024
Q2 | $2.17M | Buy |
20,338
+128
| +0.6% | +$13.7K | 1.06% | 15 |
|
|
2024
Q1 | $2.23M | Sell |
20,210
-116
| -0.6% | -$12.8K | 1.11% | 14 |
|
|
2023
Q4 | $2.2M | Sell |
20,326
-234
| -1% | -$25.3K | 1.19% | 14 |
|
|
2023
Q3 | $1.94M | Sell |
20,560
-113
| -0.5% | -$10.7K | 1.18% | 14 |
|
|
2023
Q2 | $2.06M | Sell |
20,673
-159
| -0.8% | -$15.8K | 1.2% | 14 |
|
|
2023
Q1 | $2.01M | Sell |
20,832
-123
| -0.6% | -$11.9K | 1.29% | 13 |
|
|
2022
Q4 | $1.98M | Buy |
20,955
+109
| +0.5% | +$10.3K | 1.47% | 13 |
|
|
2022
Q3 | $1.82M | Sell |
20,846
-100
| -0.5% | -$8.72K | 1.34% | 13 |
|
|
2022
Q2 | $1.94M | Buy |
20,946
+551
| +3% | +$50.9K | 1.36% | 12 |
|
|
2022
Q1 | $2.2M | Buy |
20,395
+222
| +1% | +$23.9K | 1.29% | 13 |
|
|
2021
Q4 | $2.31M | Buy |
20,173
+1,489
| +8% | +$171K | 1.27% | 12 |
|
|
2021
Q3 | $2.04M | Hold |
18,684
| – | – | 1.22% | 13 |
|
|
2021
Q2 | $2.11M | Buy |
18,684
+615
| +3% | +$69.5K | 1.27% | 13 |
|
|
2021
Q1 | $1.96M | Buy |
18,069
+361
| +2% | +$39.2K | 1.31% | 12 |
|
|
2020
Q4 | $1.63M | Sell |
17,708
-167
| -0.9% | -$15.3K | 1.17% | 12 |
|
|
2020
Q3 | $1.26M | Buy |
17,875
+749
| +4% | +$52.6K | 1.03% | 13 |
|
|
2020
Q2 | $1.17M | Buy |
17,126
+44
| +0.3% | +$3.01K | 1.1% | 14 |
|
|
2020
Q1 | $958K | Buy |
17,082
+575
| +3% | +$32.2K | 1.11% | 13 |
|
|
2019
Q4 | $1.38M | Buy |
+16,507
| New | +$1.38M | 1.3% | 13 |
|