W Advisors LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $652K | Sell |
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|
2025
Q2 | $606K | Hold |
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|
2025
Q1 | $580K | Sell |
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|
2024
Q4 | $643K | Sell |
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|
2024
Q3 | $658K | Sell |
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|
2024
Q2 | $611K | Buy |
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|
2024
Q1 | $603K | Buy |
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|
2023
Q4 | $585K | Sell |
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|
2023
Q3 | $579K | Sell |
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|
2023
Q2 | $858K | Sell |
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|
2023
Q1 | $896K | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $844K | Sell |
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|
2022
Q1 | $1.84M | Sell |
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|
2021
Q4 | $2.46M | Buy |
|