PWA
Peterson 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 | $2.09M | Sell |
19,138
-4,663
| -20% | -$510K | 0.35% | 30 |
|
|
2025
Q1 | $2.22M | Buy |
23,801
+1,134
| +5% | +$106K | 0.43% | 29 |
|
|
2024
Q4 | $2.63M | Buy |
22,667
+150
| +0.7% | +$17.4K | 0.47% | 25 |
|
|
2024
Q3 | $2.63M | Buy |
22,517
+117
| +0.5% | +$13.7K | 0.5% | 21 |
|
|
2024
Q2 | $2.39M | Buy |
22,400
+164
| +0.7% | +$17.5K | 0.5% | 22 |
|
|
2024
Q1 | $2.46M | Buy |
22,236
+355
| +2% | +$39.2K | 0.52% | 20 |
|
|
2023
Q4 | $2.37M | Buy |
21,881
+44
| +0.2% | +$4.76K | 0.56% | 20 |
|
|
2023
Q3 | $2.06M | Buy |
21,837
+7
| +0% | +$660 | 0.55% | 19 |
|
|
2023
Q2 | $2.19M | Buy |
21,830
+296
| +1% | +$29.7K | 0.58% | 19 |
|
|
2023
Q1 | $2.08M | Sell |
21,534
-91
| -0.4% | -$8.8K | 0.57% | 21 |
|
|
2022
Q4 | $2.05M | Sell |
21,625
-146
| -0.7% | -$13.8K | 0.62% | 20 |
|
|
2022
Q3 | $1.9M | Sell |
21,771
-132
| -0.6% | -$11.5K | 0.64% | 19 |
|
|
2022
Q2 | $2.02M | Buy |
21,903
+36
| +0.2% | +$3.33K | 0.67% | 16 |
|
|
2022
Q1 | $2.36M | Sell |
21,867
-522
| -2% | -$56.3K | 0.7% | 18 |
|
|
2021
Q4 | $2.56M | Buy |
22,389
+159
| +0.7% | +$18.2K | 0.74% | 18 |
|
|
2021
Q3 | $2.43M | Sell |
22,230
-902
| -4% | -$98.5K | 0.8% | 18 |
|
|
2021
Q2 | $2.61M | Sell |
23,132
-223
| -1% | -$25.2K | 0.93% | 15 |
|
|
2021
Q1 | $2.54M | Sell |
23,355
-919
| -4% | -$99.8K | 1.03% | 15 |
|
|
2020
Q4 | $2.23M | Sell |
24,274
-704
| -3% | -$64.7K | 0.98% | 15 |
|
|
2020
Q3 | $1.75M | Buy |
24,978
+161
| +0.6% | +$11.3K | 0.9% | 15 |
|
|
2020
Q2 | $1.7M | Buy |
24,817
+10,425
| +72% | +$712K | 0.9% | 16 |
|
|
2020
Q1 | $808K | Sell |
14,392
-4,765
| -25% | -$268K | 0.52% | 20 |
|
|
2019
Q4 | $1.61M | Sell |
19,157
-475
| -2% | -$39.8K | 0.92% | 14 |
|
|
2019
Q3 | $1.53M | Buy |
19,632
+21
| +0.1% | +$1.63K | 0.94% | 14 |
|
|
2019
Q2 | $1.54M | Buy |
19,611
+441
| +2% | +$34.5K | 0.97% | 14 |
|
|
2019
Q1 | $1.53M | Sell |
19,170
-4,660
| -20% | -$371K | 1.02% | 14 |
|
|
2018
Q4 | $1.65M | Sell |
23,830
-6,048
| -20% | -$419K | 1.31% | 13 |
|
|
2018
Q3 | $2.61M | Sell |
29,878
-2,060
| -6% | -$180K | 1.9% | 13 |
|
|
2018
Q2 | $2.67M | Sell |
31,938
-2,991
| -9% | -$250K | 2.16% | 12 |
|
|
2018
Q1 | $2.69M | Sell |
34,929
-51,396
| -60% | -$3.96M | 2.22% | 11 |
|
|
2017
Q4 | $6.63M | Buy |
+86,325
| New | +$6.63M | 5.99% | 5 |
|