SWA
Strategies Wealth Advisors’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 | $769K | Sell |
7,035
-1,298
| -16% | -$142K | 0.08% | 70 |
|
|
2025
Q1 | $871K | Sell |
8,333
-246
| -3% | -$25.7K | 0.11% | 61 |
|
|
2024
Q4 | $1.01M | Buy |
8,579
+662
| +8% | +$77.6K | 0.13% | 52 |
|
|
2024
Q3 | $926K | Sell |
7,917
-401
| -5% | -$46.9K | 0.12% | 43 |
|
|
2024
Q2 | $887K | Buy |
8,318
+82
| +1% | +$8.75K | 0.13% | 41 |
|
|
2024
Q1 | $910K | Sell |
8,236
-2,406
| -23% | -$266K | 0.14% | 41 |
|
|
2023
Q4 | $1.15M | Sell |
10,642
-576
| -5% | -$62.4K | 0.2% | 38 |
|
|
2023
Q3 | $1.06M | Sell |
11,218
-192
| -2% | -$18.1K | 0.21% | 39 |
|
|
2023
Q2 | $1.14M | Sell |
11,410
-2,955
| -21% | -$294K | 0.23% | 40 |
|
|
2023
Q1 | $1.39M | Sell |
14,365
-214
| -1% | -$20.7K | 0.31% | 36 |
|
|
2022
Q4 | $1.38M | Buy |
+14,579
| New | +$1.38M | 0.34% | 34 |
|
|
2022
Q2 | $1.05M | Buy |
11,337
+1,846
| +19% | +$171K | 0.3% | 39 |
|
|
2022
Q1 | $1.02M | Sell |
9,491
-47
| -0.5% | -$5.07K | 0.27% | 41 |
|
|
2021
Q4 | $1.09M | Buy |
+9,538
| New | +$1.09M | 0.31% | 37 |
|