TWP
Tyche Wealth Partners’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 | $1.05M | Sell |
9,635
-1,333
| -12% | -$146K | 0.21% | 84 |
|
|
2025
Q1 | $1.15M | Sell |
10,968
-3,655
| -25% | -$382K | 0.25% | 68 |
|
|
2024
Q4 | $1.68M | Sell |
14,623
-406
| -3% | -$46.8K | 0.36% | 57 |
|
|
2024
Q3 | $1.76M | Sell |
15,029
-345
| -2% | -$40.4K | 0.4% | 52 |
|
|
2024
Q2 | $1.64M | Sell |
15,374
-6,174
| -29% | -$659K | 0.4% | 52 |
|
|
2024
Q1 | $2.38M | Sell |
21,548
-40,694
| -65% | -$4.5M | 0.58% | 38 |
|
|
2023
Q4 | $6.74M | Buy |
+62,242
| New | +$6.74M | 1.62% | 12 |
|