PWA
Physician 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 | $3.27M | Sell |
29,903
-430
| -1% | -$47K | 0.51% | 37 |
|
|
2025
Q1 | $3.17M | Sell |
30,333
-1,651
| -5% | -$173K | 0.55% | 37 |
|
|
2024
Q4 | $3.69M | Sell |
31,984
-3,249
| -9% | -$374K | 0.62% | 33 |
|
|
2024
Q3 | $4.13M | Sell |
35,233
-3,078
| -8% | -$361K | 0.74% | 31 |
|
|
2024
Q2 | $4.48M | Sell |
38,311
-1,674
| -4% | -$196K | 0.82% | 30 |
|
|
2024
Q1 | $4.12M | Sell |
39,985
-1,526
| -4% | -$157K | 0.87% | 29 |
|
|
2023
Q4 | $4.42M | Sell |
41,511
-1,568
| -4% | -$167K | 0.99% | 26 |
|
|
2023
Q3 | $4M | Sell |
43,079
-2,307
| -5% | -$214K | 1.03% | 24 |
|
|
2023
Q2 | $4.55M | Sell |
45,386
-358
| -0.8% | -$35.9K | 1.13% | 24 |
|
|
2023
Q1 | $4.37M | Sell |
45,744
-18,472
| -29% | -$1.77M | 1.15% | 22 |
|
|
2022
Q4 | $6.48M | Sell |
64,216
-7,588
| -11% | -$765K | 1.75% | 16 |
|
|
2022
Q3 | $6.62M | Sell |
71,804
-4,841
| -6% | -$446K | 2.03% | 13 |
|
|
2022
Q2 | $7.81M | Buy |
76,645
+17,555
| +30% | +$1.79M | 2.26% | 9 |
|
|
2022
Q1 | $6.13M | Sell |
59,090
-4,414
| -7% | -$458K | 1.63% | 13 |
|
|
2021
Q4 | $7.19M | Buy |
63,504
+776
| +1% | +$87.8K | 1.88% | 10 |
|
|
2021
Q3 | $7.03M | Buy |
62,728
+1,427
| +2% | +$160K | 1.93% | 10 |
|
|
2021
Q2 | $6.59M | Buy |
61,301
+647
| +1% | +$69.6K | 1.89% | 12 |
|
|
2021
Q1 | $6.71M | Sell |
60,654
-1,517
| -2% | -$168K | 2.18% | 10 |
|
|
2020
Q4 | $6.48M | Sell |
62,171
-35,737
| -37% | -$3.72M | 2.21% | 11 |
|
|
2020
Q3 | $7.2M | Sell |
97,908
-12,689
| -11% | -$933K | 2.89% | 6 |
|
|
2020
Q2 | $8.38M | Buy |
110,597
+48,511
| +78% | +$3.68M | 3.38% | 4 |
|
|
2020
Q1 | $3.56M | Buy |
62,086
+8,376
| +16% | +$480K | 1.78% | 16 |
|
|
2019
Q4 | $4.5M | Buy |
53,710
+1,975
| +4% | +$165K | 2% | 11 |
|
|
2019
Q3 | $4.24M | Buy |
+51,735
| New | +$4.24M | 2.07% | 10 |
|