MAWA
Moss Adams 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 | $83.1M | Sell |
760,607
-73,248
| -9% | -$8.01M | 7.55% | 3 |
|
|
2025
Q1 | $87.2M | Buy |
833,855
+48,580
| +6% | +$5.08M | 9.18% | 3 |
|
|
2024
Q4 | $90.5M | Buy |
785,275
+8,741
| +1% | +$1.01M | 9.56% | 2 |
|
|
2024
Q3 | $90.8M | Buy |
776,534
+28,615
| +4% | +$3.35M | 9.94% | 2 |
|
|
2024
Q2 | $79.8M | Buy |
747,919
+45,207
| +6% | +$4.82M | 11.01% | 2 |
|
|
2024
Q1 | $77.7M | Buy |
702,712
+133,015
| +23% | +$14.7M | 12.48% | 2 |
|
|
2023
Q4 | $61.7M | Buy |
569,697
+12,707
| +2% | +$1.38M | 12.86% | 2 |
|
|
2023
Q3 | $52.7M | Buy |
556,990
+23,983
| +4% | +$2.27M | 17.99% | 2 |
|
|
2023
Q2 | $53.1M | Sell |
533,007
-5,641
| -1% | -$562K | 17.33% | 2 |
|
|
2023
Q1 | $52.1M | Buy |
538,648
+125,788
| +30% | +$12.2M | 17.74% | 2 |
|
|
2022
Q4 | $39.1M | Buy |
+412,860
| New | +$39.1M | 19.54% | 1 |
|