SWM
SilverOak 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 | $41M | Buy |
374,936
+5,804
| +2% | +$634K | 7.69% | 5 |
|
|
2025
Q1 | $38.6M | Buy |
369,132
+20,068
| +6% | +$2.1M | 8.35% | 5 |
|
|
2024
Q4 | $40.2M | Buy |
349,064
+15,747
| +5% | +$1.81M | 8.65% | 5 |
|
|
2024
Q3 | $39M | Buy |
333,317
+10,328
| +3% | +$1.21M | 8.75% | 5 |
|
|
2024
Q2 | $34.5M | Buy |
322,989
+8,602
| +3% | +$917K | 8.27% | 5 |
|
|
2024
Q1 | $34.7M | Buy |
314,387
+11,272
| +4% | +$1.25M | 8.63% | 5 |
|
|
2023
Q4 | $32.8M | Buy |
+303,115
| New | +$32.8M | 8.87% | 4 |
|