WDG
Wealth Dimensions Group’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 | $1.08M | Buy |
9,884
+293
| +3% | +$32K | 0.24% | 56 |
|
|
2025
Q1 | $1M | Buy |
9,591
+9
| +0.1% | +$941 | 0.24% | 55 |
|
|
2024
Q4 | $1.1M | Buy |
9,582
+724
| +8% | +$83.4K | 0.27% | 51 |
|
|
2024
Q3 | $1.04M | Sell |
8,858
-17
| -0.2% | -$1.99K | 0.26% | 48 |
|
|
2024
Q2 | $947K | Buy |
8,875
+67
| +0.8% | +$7.15K | 0.27% | 47 |
|
|
2024
Q1 | $974K | Buy |
8,808
+2
| +0% | +$221 | 0.29% | 45 |
|
|
2023
Q4 | $953K | Sell |
8,806
-303
| -3% | -$32.8K | 0.3% | 43 |
|
|
2023
Q3 | $859K | Buy |
9,109
+94
| +1% | +$8.87K | 0.31% | 45 |
|
|
2023
Q2 | $898K | Sell |
9,015
-71
| -0.8% | -$7.08K | 0.33% | 42 |
|
|
2023
Q1 | $879K | Buy |
9,086
+52
| +0.6% | +$5.03K | 0.34% | 44 |
|
|
2022
Q4 | $855K | Buy |
9,034
+4
| +0% | +$379 | 0.35% | 47 |
|
|
2022
Q3 | $787K | Buy |
9,030
+370
| +4% | +$32.2K | 0.39% | 41 |
|
|
2022
Q2 | $800K | Sell |
8,660
-148
| -2% | -$13.7K | 0.38% | 43 |
|
|
2022
Q1 | $950K | Buy |
8,808
+7
| +0.1% | +$755 | 0.44% | 36 |
|
|
2021
Q4 | $1.01M | Buy |
8,801
+269
| +3% | +$30.8K | 0.49% | 32 |
|
|
2021
Q3 | $932K | Buy |
8,532
+141
| +2% | +$15.4K | 0.6% | 30 |
|
|
2021
Q2 | $948K | Sell |
8,391
-41
| -0.5% | -$4.63K | 0.64% | 30 |
|
|
2021
Q1 | $915K | Buy |
8,432
+930
| +12% | +$101K | 0.71% | 28 |
|
|
2020
Q4 | $689K | Buy |
+7,502
| New | +$689K | 0.59% | 30 |
|