TWA
Tillar-Wenstrup 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,300
| Closed | -$201K | – | 47 |
|
|
2022
Q3 | $201K | Buy |
+2,300
| New | +$201K | 0.1% | 45 |
|
|
2020
Q1 | – | Sell |
-26,152
| Closed | -$2.19M | – | 33 |
|
|
2019
Q4 | $2.19M | Sell |
26,152
-579
| -2% | -$48.6K | 1.22% | 27 |
|
|
2019
Q3 | $2.08M | Sell |
26,731
-1,187
| -4% | -$92.4K | 1.21% | 23 |
|
|
2019
Q2 | $2.19M | Sell |
27,918
-188
| -0.7% | -$14.7K | 1.23% | 24 |
|
|
2019
Q1 | $2.17M | Sell |
28,106
-1,568
| -5% | -$121K | 1.25% | 22 |
|
|
2018
Q4 | $2.06M | Sell |
29,674
-1,432
| -5% | -$99.3K | 1.35% | 24 |
|
|
2018
Q3 | $2.71M | Sell |
31,106
-851
| -3% | -$74.3K | 1.48% | 26 |
|
|
2018
Q2 | $2.67M | Sell |
31,957
-930
| -3% | -$77.6K | 1.48% | 24 |
|
|
2018
Q1 | $2.53M | Buy |
+32,887
| New | +$2.53M | 1.48% | 23 |
|