WWA
WCG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
18,577
-788
| -4% | -$86.1K | 0.13% | 157 |
|
|
2025
Q1 | $2.03M | Sell |
19,365
-2,003
| -9% | -$209K | 0.15% | 141 |
|
|
2024
Q4 | $2.46M | Buy |
21,368
+47
| +0.2% | +$5.42K | 0.16% | 137 |
|
|
2024
Q3 | $2.49M | Buy |
21,321
+3,275
| +18% | +$383K | 0.17% | 135 |
|
|
2024
Q2 | $1.93M | Sell |
18,046
-1,927
| -10% | -$206K | 0.14% | 139 |
|
|
2024
Q1 | $2.21M | Sell |
19,973
-314
| -2% | -$34.7K | 0.18% | 115 |
|
|
2023
Q4 | $2.2M | Buy |
20,287
+142
| +0.7% | +$15.4K | 0.16% | 125 |
|
|
2023
Q3 | $1.93M | Buy |
20,145
+7,899
| +65% | +$756K | 0.14% | 136 |
|
|
2023
Q2 | $1.22M | Buy |
12,246
+327
| +3% | +$32.6K | 0.14% | 102 |
|
|
2023
Q1 | $1.15M | Sell |
11,919
-393
| -3% | -$38K | 0.15% | 102 |
|
|
2022
Q4 | $1.17M | Buy |
12,312
+657
| +6% | +$62.2K | 0.16% | 96 |
|
|
2022
Q3 | $1.06M | Buy |
11,655
+4,347
| +59% | +$395K | 0.14% | 117 |
|
|
2022
Q2 | $675K | Buy |
+7,308
| New | +$675K | 0.09% | 149 |
|