RRWA
Rainey & Randall 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 | $404K | Sell |
3,696
-1,894
| -34% | -$207K | 0.07% | 43 |
|
|
2025
Q1 | $585K | Buy |
5,590
+9
| +0.2% | +$941 | 0.11% | 35 |
|
|
2024
Q4 | $643K | Buy |
5,581
+61
| +1% | +$7.03K | 0.13% | 31 |
|
|
2024
Q3 | $646K | Buy |
5,520
+83
| +2% | +$9.71K | 0.14% | 29 |
|
|
2024
Q2 | $580K | Buy |
5,437
+13
| +0.2% | +$1.39K | 0.14% | 27 |
|
|
2024
Q1 | $594K | Buy |
5,424
+16
| +0.3% | +$1.75K | 0.14% | 29 |
|
|
2023
Q4 | $585K | Buy |
5,408
+231
| +4% | +$25K | 0.15% | 29 |
|
|
2023
Q3 | $488K | Hold |
5,177
| – | – | 0.14% | 29 |
|
|
2023
Q2 | $516K | Sell |
5,177
-44
| -0.8% | -$4.38K | 0.15% | 27 |
|
|
2023
Q1 | $505K | Buy |
5,221
+17
| +0.3% | +$1.64K | 0.16% | 28 |
|
|
2022
Q4 | $492K | Buy |
5,204
+49
| +1% | +$4.64K | 0.17% | 27 |
|
|
2022
Q3 | $449K | Sell |
5,155
-48
| -0.9% | -$4.18K | 0.17% | 33 |
|
|
2022
Q2 | $481K | Buy |
5,203
+329
| +7% | +$30.4K | 0.19% | 31 |
|
|
2022
Q1 | $526K | Buy |
4,874
+129
| +3% | +$13.9K | 0.19% | 33 |
|
|
2021
Q4 | $543K | Buy |
4,745
+366
| +8% | +$41.9K | 0.22% | 32 |
|
|
2021
Q3 | $478K | Sell |
4,379
-148
| -3% | -$16.2K | 0.23% | 32 |
|
|
2021
Q2 | $511K | Buy |
4,527
+10
| +0.2% | +$1.13K | 0.25% | 29 |
|
|
2021
Q1 | $490K | Buy |
4,517
+394
| +10% | +$42.7K | 0.26% | 28 |
|
|
2020
Q4 | $378K | Buy |
4,123
+375
| +10% | +$34.4K | 0.22% | 31 |
|
|
2020
Q3 | $263K | Buy |
+3,748
| New | +$263K | 0.18% | 40 |
|