SVWG
Shared Vision Wealth Group’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 | $505K | Buy |
4,578
+398
| +10% | +$43.9K | 0.25% | 47 |
|
|
2025
Q1 | $437K | Buy |
4,180
+96
| +2% | +$10K | 0.24% | 51 |
|
|
2024
Q4 | $471K | Sell |
4,084
-192
| -4% | -$22.1K | 0.25% | 46 |
|
|
2024
Q3 | $500K | Buy |
4,276
+15
| +0.4% | +$1.75K | 0.27% | 45 |
|
|
2024
Q2 | $454K | Sell |
4,261
-58
| -1% | -$6.19K | 0.26% | 49 |
|
|
2024
Q1 | $477K | Sell |
4,319
-458
| -10% | -$50.6K | 0.3% | 45 |
|
|
2023
Q4 | $517K | Buy |
+4,777
| New | +$517K | 0.35% | 40 |
|