Wealth Enhancement Advisory Services’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 | $282M | Buy |
2,492,515
+1,136,151
| +84% | +$128M | 0.47% | 35 |
|
|
2025
Q1 | $142M | Buy |
1,356,364
+8,972
| +0.7% | +$938K | 0.27% | 71 |
|
|
2024
Q4 | $155M | Buy |
1,347,392
+151,694
| +13% | +$17.5M | 0.3% | 62 |
|
|
2024
Q3 | $140M | Buy |
1,195,698
+14,521
| +1% | +$1.7M | 0.3% | 63 |
|
|
2024
Q2 | $126M | Buy |
1,181,177
+45,955
| +4% | +$4.9M | 0.3% | 64 |
|
|
2024
Q1 | $125M | Buy |
1,135,222
+27,386
| +2% | +$3.03M | 0.32% | 62 |
|
|
2023
Q4 | $120M | Sell |
1,107,836
-38,496
| -3% | -$4.17M | 0.35% | 59 |
|
|
2023
Q3 | $108M | Buy |
1,146,332
+1,122,592
| +4,729% | +$106M | 0.36% | 57 |
|
|
2023
Q2 | $2.37M | Sell |
23,740
-104,455
| -81% | -$10.4M | 0.03% | 182 |
|
|
2023
Q1 | $12.4M | Sell |
128,195
-118,806
| -48% | -$11.5M | 0.14% | 77 |
|
|
2022
Q4 | $25M | Buy |
247,001
+24,945
| +11% | +$2.52M | 0.32% | 52 |
|
|
2022
Q3 | $19.9M | Sell |
222,056
-40,635
| -15% | -$3.63M | 0.28% | 54 |
|
|
2022
Q2 | $24.6M | Buy |
262,691
+41,481
| +19% | +$3.89M | 0.34% | 51 |
|
|
2022
Q1 | $24M | Buy |
221,210
+14,444
| +7% | +$1.57M | 0.32% | 50 |
|
|
2021
Q4 | $21.7M | Buy |
206,766
+75,241
| +57% | +$7.9M | 0.31% | 50 |
|
|
2021
Q3 | $14.9M | Buy |
131,525
+43,977
| +50% | +$4.98M | 0.22% | 54 |
|
|
2021
Q2 | $9.48M | Buy |
87,548
+9,894
| +13% | +$1.07M | 0.15% | 70 |
|
|
2021
Q1 | $8.58M | Buy |
77,654
+8,201
| +12% | +$906K | 0.16% | 71 |
|
|
2020
Q4 | $6.92M | Buy |
69,453
+7,787
| +13% | +$775K | 0.16% | 56 |
|
|
2020
Q3 | $4.72M | Buy |
61,666
+656
| +1% | +$50.2K | 0.12% | 63 |
|
|
2020
Q2 | $4.32M | Sell |
61,010
-28,788
| -32% | -$2.04M | 0.12% | 63 |
|
|
2020
Q1 | $5.62M | Sell |
89,798
-19,556
| -18% | -$1.22M | 0.2% | 55 |
|
|
2019
Q4 | $9.17M | Buy |
109,354
+8,356
| +8% | +$701K | 0.32% | 47 |
|
|
2019
Q3 | $7.76M | Buy |
100,998
+12,924
| +15% | +$993K | 0.31% | 46 |
|
|
2019
Q2 | $6.94M | Buy |
88,074
+11,908
| +16% | +$938K | 0.31% | 39 |
|
|
2019
Q1 | $6.08M | Buy |
76,166
+72,577
| +2,022% | +$5.79M | 0.34% | 35 |
|
|
2018
Q4 | $272K | Buy |
3,589
+932
| +35% | +$70.6K | 0.02% | 157 |
|
|
2018
Q3 | $203K | Buy |
+2,657
| New | +$203K | 0.01% | 163 |
|