TVWM
Tower View 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28
| Closed | -$2.88K | – | 200 |
|
|
2025
Q1 | $2.88K | Buy |
28
+1
| +4% | +$103 | ﹤0.01% | 170 |
|
|
2024
Q4 | $3.16K | Hold |
27
| – | – | ﹤0.01% | 170 |
|
|
2024
Q3 | $3.18K | Hold |
27
| – | – | ﹤0.01% | 178 |
|
|
2024
Q2 | $2.89K | Hold |
27
| – | – | ﹤0.01% | 172 |
|
|
2024
Q1 | $2.98K | Hold |
27
| – | – | ﹤0.01% | 179 |
|
|
2023
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 163 |
|
|
2023
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 160 |
|
|
2023
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 170 |
|
|
2023
Q1 | $3K | Buy |
27
+1
| +4% | +$111 | ﹤0.01% | 145 |
|
|
2022
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 148 |
|
|
2022
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 154 |
|
|
2022
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 149 |
|
|
2022
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 172 |
|
|
2021
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 179 |
|
|
2021
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 211 |
|
|
2021
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 163 |
|
|
2021
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 174 |
|
|
2020
Q4 | $2K | Buy |
26
+9
| +53% | +$692 | ﹤0.01% | 167 |
|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 152 |
|
|
2020
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 148 |
|