RWMH
Riverpoint Wealth Management Holdings’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 | $1.15M | Buy |
10,511
+980
| +10% | +$107K | 0.27% | 29 |
|
|
2025
Q1 | $997K | Buy |
9,531
+1,272
| +15% | +$133K | 0.26% | 29 |
|
|
2024
Q4 | $952K | Sell |
8,259
-101
| -1% | -$11.6K | 0.25% | 29 |
|
|
2024
Q3 | $978K | Buy |
8,360
+43
| +0.5% | +$5.03K | 0.25% | 30 |
|
|
2024
Q2 | $887K | Buy |
8,317
+12
| +0.1% | +$1.28K | 0.25% | 29 |
|
|
2024
Q1 | $918K | Buy |
8,305
+10
| +0.1% | +$1.11K | 0.26% | 29 |
|
|
2023
Q4 | $898K | Sell |
8,295
-3,396
| -29% | -$368K | 0.26% | 28 |
|
|
2023
Q3 | $1.1M | Buy |
11,691
+144
| +1% | +$13.6K | 0.36% | 24 |
|
|
2023
Q2 | $1.15M | Sell |
11,547
-223
| -2% | -$22.2K | 0.36% | 22 |
|
|
2023
Q1 | $1.14M | Buy |
11,770
+1,016
| +9% | +$98.2K | 0.39% | 22 |
|
|
2022
Q4 | $1.02M | Buy |
10,754
+1,854
| +21% | +$175K | 0.38% | 23 |
|
|
2022
Q3 | $776K | Sell |
8,900
-1,079
| -11% | -$94.1K | 0.33% | 23 |
|
|
2022
Q2 | $922K | Buy |
9,979
+1,071
| +12% | +$99K | 0.37% | 22 |
|
|
2022
Q1 | $961K | Buy |
8,908
+974
| +12% | +$105K | 0.33% | 22 |
|
|
2021
Q4 | $909K | Sell |
7,934
-2,119
| -21% | -$243K | 0.31% | 23 |
|
|
2021
Q3 | $1.1M | Sell |
10,053
-26,054
| -72% | -$2.85M | 0.39% | 23 |
|
|
2021
Q2 | $4.08M | Buy |
36,107
+708
| +2% | +$80K | 1.13% | 18 |
|
|
2021
Q1 | $3.84M | Sell |
35,399
-254
| -0.7% | -$27.6K | 1.16% | 18 |
|
|
2020
Q4 | $3.28M | Sell |
35,653
-1,228
| -3% | -$113K | 1.04% | 18 |
|
|
2020
Q3 | $2.59M | Buy |
36,881
+1,116
| +3% | +$78.4K | 0.94% | 19 |
|
|
2020
Q2 | $2.44M | Sell |
35,765
-51,066
| -59% | -$3.49M | 0.95% | 18 |
|
|
2020
Q1 | $4.87M | Buy |
86,831
+22,547
| +35% | +$1.27M | 2.38% | 12 |
|
|
2019
Q4 | $5.39M | Buy |
64,284
+713
| +1% | +$59.8K | 2.14% | 13 |
|
|
2019
Q3 | $4.95M | Buy |
63,571
+661
| +1% | +$51.4K | 2.19% | 12 |
|
|
2019
Q2 | $4.93M | Buy |
62,910
+5,950
| +10% | +$466K | 2.24% | 11 |
|
|
2019
Q1 | $4.39M | Sell |
56,960
-9,046
| -14% | -$698K | 2.12% | 12 |
|
|
2018
Q4 | $4.58M | Buy |
66,006
+45,362
| +220% | +$3.14M | 2.54% | 12 |
|
|
2018
Q3 | $1.81M | Buy |
20,644
+336
| +2% | +$29.4K | 0.92% | 17 |
|
|
2018
Q2 | $1.7M | Buy |
20,308
+16,939
| +503% | +$1.41M | 0.94% | 17 |
|
|
2018
Q1 | $258K | Buy |
+3,369
| New | +$258K | 0.16% | 43 |
|