TWM
Tanglewood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-303,810
| Closed | -$29.4M | – | 31 |
|
|
2023
Q1 | $29.4M | Buy |
303,810
+126,774
| +72% | +$12.3M | 4.27% | 10 |
|
|
2022
Q4 | $16.8M | Buy |
+177,036
| New | +$16.8M | 2.51% | 15 |
|
|
2022
Q2 | – | Sell |
-128,946
| Closed | -$13.9M | – | 34 |
|
|
2022
Q1 | $13.9M | Buy |
+128,946
| New | +$13.9M | 2.09% | 14 |
|