WFAG
Wescott Financial Advisory 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 | $4.25M | Buy |
38,853
+712
| +2% | +$77.8K | 0.41% | 40 |
|
|
2025
Q1 | $3.99M | Sell |
38,141
-757
| -2% | -$79.2K | 0.41% | 40 |
|
|
2024
Q4 | $4.48M | Buy |
38,898
+822
| +2% | +$94.7K | 0.46% | 36 |
|
|
2024
Q3 | $4.45M | Buy |
38,076
+809
| +2% | +$94.6K | 0.48% | 36 |
|
|
2024
Q2 | $3.97M | Buy |
37,267
+452
| +1% | +$48.2K | 0.46% | 39 |
|
|
2024
Q1 | $4.07M | Sell |
36,815
-1,676
| -4% | -$185K | 0.51% | 37 |
|
|
2023
Q4 | $4.17M | Sell |
38,491
-612
| -2% | -$66.2K | 0.58% | 35 |
|
|
2023
Q3 | $3.69M | Buy |
39,103
+277
| +0.7% | +$26.1K | 0.67% | 33 |
|
|
2023
Q2 | $3.87M | Sell |
38,826
-2,559
| -6% | -$255K | 0.68% | 31 |
|
|
2023
Q1 | $4M | Sell |
41,385
-1,049
| -2% | -$101K | 0.87% | 28 |
|
|
2022
Q4 | $4.02M | Sell |
42,434
-1,187
| -3% | -$112K | 0.87% | 24 |
|
|
2022
Q3 | $3.8M | Buy |
43,621
+477
| +1% | +$41.6K | 1.06% | 21 |
|
|
2022
Q2 | $3.99M | Sell |
43,144
-857
| -2% | -$79.2K | 1.08% | 21 |
|
|
2022
Q1 | $4.75M | Buy |
44,001
+34,826
| +380% | +$3.76M | 1.22% | 19 |
|
|
2021
Q4 | $1.05M | Buy |
9,175
+376
| +4% | +$43.1K | 0.54% | 23 |
|
|
2021
Q3 | $961K | Buy |
8,799
+301
| +4% | +$32.9K | 0.54% | 24 |
|
|
2021
Q2 | $928K | Buy |
8,498
+1,572
| +23% | +$172K | 0.55% | 22 |
|
|
2021
Q1 | $752K | Buy |
6,926
+436
| +7% | +$47.3K | 0.49% | 24 |
|
|
2020
Q4 | $596K | Buy |
+6,490
| New | +$596K | 0.42% | 25 |
|