OWA
ORBA 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 | – | Sell |
-1,915
| Closed | -$200K | – | 88 |
|
|
2025
Q1 | $200K | Sell |
1,915
-100
| -5% | -$10.5K | 0.1% | 105 |
|
|
2024
Q4 | $232K | Hold |
2,015
| – | – | 0.12% | 96 |
|
|
2024
Q3 | $236K | Sell |
2,015
-149
| -7% | -$17.4K | 0.12% | 97 |
|
|
2024
Q2 | $231K | Buy |
2,164
+149
| +7% | +$15.9K | 0.12% | 94 |
|
|
2024
Q1 | $223K | Hold |
2,015
| – | – | 0.12% | 92 |
|
|
2023
Q4 | $218K | Buy |
+2,015
| New | +$218K | 0.13% | 87 |
|