NIWA
New Insight 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 | $250K | Sell |
2,286
-133
| -5% | -$14.5K | 0.1% | 97 |
|
|
2025
Q1 | $253K | Sell |
2,419
-551
| -19% | -$57.6K | 0.11% | 86 |
|
|
2024
Q4 | $342K | Sell |
2,970
-156
| -5% | -$18K | 0.17% | 66 |
|
|
2024
Q3 | $366K | Sell |
3,126
-85
| -3% | -$9.94K | 0.19% | 60 |
|
|
2024
Q2 | $342K | Buy |
3,211
+77
| +2% | +$8.21K | 0.2% | 58 |
|
|
2024
Q1 | $346K | Buy |
3,134
+51
| +2% | +$5.64K | 0.22% | 55 |
|
|
2023
Q4 | $334K | Buy |
+3,083
| New | +$334K | 0.22% | 58 |
|