SAI
Savvy Advisors Inc’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 | $4.18M | Buy |
38,276
+4,197
| +12% | +$459K | 0.28% | 61 |
|
|
2025
Q1 | $3.56M | Buy |
34,079
+10,833
| +47% | +$1.13M | 0.36% | 55 |
|
|
2024
Q4 | $2.68M | Buy |
23,246
+4,943
| +27% | +$570K | 0.32% | 54 |
|
|
2024
Q3 | $2.14M | Buy |
18,303
+12,607
| +221% | +$1.47M | 0.43% | 42 |
|
|
2024
Q2 | $608K | Buy |
5,696
+1,406
| +33% | +$150K | 0.2% | 113 |
|
|
2024
Q1 | $474K | Buy |
4,290
+219
| +5% | +$24.2K | 0.27% | 99 |
|
|
2023
Q4 | $441K | Buy |
+4,071
| New | +$441K | 0.43% | 71 |
|