WMS
Wealth Management Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.62M | Sell |
17,182
-344
| -2% | -$32.4K | 1.11% | 13 |
|
|
2023
Q2 | $1.75M | Sell |
17,526
-6,936
| -28% | -$691K | 1.14% | 13 |
|
|
2023
Q1 | $2.37M | Sell |
24,462
-1,871
| -7% | -$181K | 1.36% | 13 |
|
|
2022
Q4 | $2.49M | Buy |
26,333
+253
| +1% | +$23.9K | 1.31% | 14 |
|
|
2022
Q3 | $2.27M | Sell |
26,080
-998
| -4% | -$87K | 1.33% | 15 |
|
|
2022
Q2 | $2.5M | Sell |
27,078
-1,728
| -6% | -$160K | 1.41% | 17 |
|
|
2022
Q1 | $3.11M | Sell |
28,806
-10,641
| -27% | -$1.15M | 1.62% | 19 |
|
|
2021
Q4 | $4.52M | Buy |
+39,447
| New | +$4.52M | 2.32% | 11 |
|