NEWAS
N.E.W. Advisory Services’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 | $16.7K | Sell |
153
-114
| -43% | -$12.5K | ﹤0.01% | 487 |
|
|
2025
Q1 | $28K | Buy |
+267
| New | +$28K | ﹤0.01% | 446 |
|
|
2022
Q2 | – | Sell |
-3,666
| Closed | -$398K | – | 141 |
|
|
2022
Q1 | $398K | Buy |
3,666
+1,263
| +53% | +$137K | 0.08% | 89 |
|
|
2021
Q4 | $275K | Sell |
2,403
-107
| -4% | -$12.2K | 0.04% | 118 |
|
|
2021
Q3 | $274K | Sell |
2,510
-390
| -13% | -$42.6K | 0.04% | 113 |
|
|
2021
Q2 | $325K | Sell |
2,900
-766
| -21% | -$85.8K | 0.05% | 100 |
|
|
2021
Q1 | $405K | Sell |
3,666
-3,326
| -48% | -$367K | 0.08% | 90 |
|
|
2020
Q4 | $644K | Buy |
+6,992
| New | +$644K | 0.14% | 74 |
|