PWM
Palumbo Wealth 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 | $329K | Buy |
3,011
+127
| +4% | +$13.9K | 0.1% | 137 |
|
|
2025
Q1 | $302K | Buy |
2,884
+40
| +1% | +$4.18K | 0.1% | 134 |
|
|
2024
Q4 | $328K | Buy |
2,844
+19
| +0.7% | +$2.19K | 0.12% | 115 |
|
|
2024
Q3 | $330K | Buy |
2,825
+3
| +0.1% | +$351 | 0.13% | 110 |
|
|
2024
Q2 | $301K | Sell |
2,822
-2,071
| -42% | -$221K | 0.13% | 104 |
|
|
2024
Q1 | $541K | Buy |
4,893
+1,387
| +40% | +$153K | 0.24% | 73 |
|
|
2023
Q4 | $380K | Sell |
3,506
-1,225
| -26% | -$133K | 0.19% | 88 |
|
|
2023
Q3 | $446K | Sell |
4,731
-6,650
| -58% | -$627K | 0.25% | 71 |
|
|
2023
Q2 | $1.13M | Sell |
11,381
-3,457
| -23% | -$344K | 0.69% | 29 |
|
|
2023
Q1 | $1.43M | Sell |
14,838
-960
| -6% | -$92.8K | 0.95% | 21 |
|
|
2022
Q4 | $1.5M | Sell |
15,798
-4,099
| -21% | -$388K | 1.19% | 16 |
|
|
2022
Q3 | $1.74M | Buy |
19,897
+113
| +0.6% | +$9.85K | 1.47% | 15 |
|
|
2022
Q2 | $1.83M | Sell |
19,784
-437
| -2% | -$40.4K | 1.45% | 14 |
|
|
2022
Q1 | $2.18M | Buy |
+20,221
| New | +$2.18M | 1.4% | 17 |
|