RLWM
RF&L 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 | $778K | Buy |
7,119
+3,635
| +104% | +$397K | 0.5% | 39 |
|
|
2025
Q1 | $364K | Hold |
3,484
| – | – | 0.26% | 47 |
|
|
2024
Q4 | $401K | Hold |
3,484
| – | – | 0.28% | 45 |
|
|
2024
Q3 | $407K | Hold |
3,484
| – | – | 0.29% | 45 |
|
|
2024
Q2 | $372K | Hold |
3,484
| – | – | 0.28% | 45 |
|
|
2024
Q1 | $385K | Sell |
3,484
-75
| -2% | -$8.29K | 0.3% | 44 |
|
|
2023
Q4 | $385K | Sell |
3,559
-200
| -5% | -$21.7K | 0.32% | 41 |
|
|
2023
Q3 | $355K | Buy |
3,759
+50
| +1% | +$4.72K | 0.33% | 41 |
|
|
2023
Q2 | $370K | Hold |
3,709
| – | – | 0.34% | 42 |
|
|
2023
Q1 | $359K | Hold |
3,709
| – | – | 0.35% | 40 |
|
|
2022
Q4 | $351K | Buy |
+3,709
| New | +$351K | 0.36% | 41 |
|