SWC
Spectrum Wealth Counsel’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
Q1 | $403K | Sell |
3,856
-21,936
| -85% | -$2.29M | 0.05% | 97 |
|
|
2024
Q4 | $2.97M | Buy |
25,792
+17,711
| +219% | +$2.04M | 0.35% | 61 |
|
|
2024
Q3 | $945K | Sell |
8,081
-5,858
| -42% | -$685K | 0.11% | 77 |
|
|
2024
Q2 | $1.49M | Buy |
13,939
+4,716
| +51% | +$503K | 0.19% | 64 |
|
|
2024
Q1 | $1.02M | Buy |
9,223
+4,945
| +116% | +$547K | 0.12% | 82 |
|
|
2023
Q4 | $463K | Buy |
+4,278
| New | +$463K | 0.06% | 97 |
|