SVWAG
Sound View Wealth Advisors 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 | $814K | Buy |
7,448
+635
| +9% | +$69.4K | 0.06% | 212 |
|
|
2025
Q1 | $712K | Buy |
6,813
+383
| +6% | +$40.1K | 0.06% | 215 |
|
|
2024
Q4 | $741K | Sell |
6,430
-456
| -7% | -$52.5K | 0.06% | 215 |
|
|
2024
Q3 | $805K | Buy |
6,886
+384
| +6% | +$44.9K | 0.07% | 206 |
|
|
2024
Q2 | $693K | Sell |
6,502
-2,978
| -31% | -$318K | 0.07% | 203 |
|
|
2024
Q1 | $1.05M | Sell |
9,480
-1,107
| -10% | -$122K | 0.11% | 159 |
|
|
2023
Q4 | $1.15M | Buy |
10,587
+1,793
| +20% | +$194K | 0.13% | 146 |
|
|
2023
Q3 | $830K | Buy |
8,794
+2,054
| +30% | +$194K | 0.1% | 164 |
|
|
2023
Q2 | $672K | Buy |
6,740
+275
| +4% | +$27.4K | 0.09% | 189 |
|
|
2023
Q1 | $625K | Sell |
6,465
-4,122
| -39% | -$399K | 0.09% | 192 |
|
|
2022
Q4 | $1.15M | Buy |
10,587
+4,566
| +76% | +$494K | 0.13% | 146 |
|
|
2022
Q3 | $525K | Buy |
6,021
+55
| +0.9% | +$4.8K | 0.12% | 155 |
|
|
2022
Q2 | $551K | Sell |
5,966
-978
| -14% | -$90.3K | 0.12% | 157 |
|
|
2022
Q1 | $749K | Sell |
6,944
-1,621
| -19% | -$175K | 0.14% | 141 |
|
|
2021
Q4 | $981K | Buy |
8,565
+501
| +6% | +$57.4K | 0.19% | 119 |
|
|
2021
Q3 | $881K | Buy |
8,064
+2,232
| +38% | +$244K | 0.18% | 123 |
|
|
2021
Q2 | $659K | Buy |
5,832
+269
| +5% | +$30.4K | 0.14% | 143 |
|
|
2021
Q1 | $604K | Sell |
5,563
-143
| -3% | -$15.5K | 0.14% | 141 |
|
|
2020
Q4 | $524K | Buy |
5,706
+47
| +0.8% | +$4.32K | 0.13% | 145 |
|
|
2020
Q3 | $397K | Sell |
5,659
-323
| -5% | -$22.7K | 0.1% | 168 |
|
|
2020
Q2 | $409K | Sell |
5,982
-489
| -8% | -$33.4K | 0.12% | 154 |
|
|
2020
Q1 | $363K | Buy |
6,471
+933
| +17% | +$52.3K | 0.13% | 146 |
|
|
2019
Q4 | $464K | Buy |
5,538
+1,075
| +24% | +$90.1K | 0.13% | 144 |
|
|
2019
Q3 | $347K | Buy |
4,463
+113
| +3% | +$8.79K | 0.1% | 169 |
|
|
2019
Q2 | $341K | Buy |
+4,350
| New | +$341K | 0.1% | 173 |
|