PWA
Physician Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
15,303
-570
| -4% | -$56.7K | 0.24% | 56 |
|
|
2025
Q1 | $1.55M | Buy |
15,873
+129
| +0.8% | +$12.6K | 0.27% | 55 |
|
|
2024
Q4 | $1.71M | Sell |
15,744
-402
| -2% | -$43.7K | 0.29% | 51 |
|
|
2024
Q3 | $1.74M | Sell |
16,146
-541
| -3% | -$58.3K | 0.31% | 48 |
|
|
2024
Q2 | $1.78M | Buy |
16,687
+121
| +0.7% | +$12.9K | 0.33% | 47 |
|
|
2024
Q1 | $1.57M | Sell |
16,566
-385
| -2% | -$36.4K | 0.33% | 47 |
|
|
2023
Q4 | $1.69M | Sell |
16,951
-90
| -0.5% | -$9K | 0.38% | 43 |
|
|
2023
Q3 | $1.48M | Buy |
17,041
+270
| +2% | +$23.5K | 0.38% | 38 |
|
|
2023
Q2 | $1.61M | Sell |
16,771
-20
| -0.1% | -$1.92K | 0.4% | 36 |
|
|
2023
Q1 | $1.56M | Sell |
16,791
-3,347
| -17% | -$311K | 0.41% | 37 |
|
|
2022
Q4 | $1.99M | Sell |
20,138
-1,243
| -6% | -$123K | 0.54% | 32 |
|
|
2022
Q3 | $1.87M | Sell |
21,381
-2,923
| -12% | -$255K | 0.57% | 31 |
|
|
2022
Q2 | $2.36M | Sell |
24,304
-5,112
| -17% | -$496K | 0.68% | 29 |
|
|
2022
Q1 | $2.93M | Sell |
29,416
-53
| -0.2% | -$5.28K | 0.78% | 29 |
|
|
2021
Q4 | $3.12M | Sell |
29,469
-1,458
| -5% | -$154K | 0.82% | 26 |
|
|
2021
Q3 | $3.21M | Buy |
30,927
+118
| +0.4% | +$12.2K | 0.88% | 26 |
|
|
2021
Q2 | $3.05M | Sell |
30,809
-543
| -2% | -$53.7K | 0.87% | 26 |
|
|
2021
Q1 | $3.2M | Sell |
31,352
-2,337
| -7% | -$239K | 1.04% | 24 |
|
|
2020
Q4 | $3.11M | Sell |
33,689
-4,391
| -12% | -$405K | 1.06% | 23 |
|
|
2020
Q3 | $2.47M | Buy |
38,080
+18,788
| +97% | +$1.22M | 0.99% | 24 |
|
|
2020
Q2 | $2.58M | Sell |
19,292
-713
| -4% | -$95.3K | 1.04% | 23 |
|
|
2020
Q1 | $2.03M | Buy |
20,005
+3,448
| +21% | +$350K | 1.01% | 25 |
|
|
2019
Q4 | $2.63M | Sell |
16,557
-62
| -0.4% | -$9.86K | 1.17% | 20 |
|
|
2019
Q3 | $2.63M | Buy |
+16,619
| New | +$2.63M | 1.28% | 19 |
|