WBC
West Branch Capital’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 | $59K | Sell |
540
-150
| -22% | -$16.4K | 0.02% | 136 |
|
|
2025
Q1 | $72.2K | Sell |
690
-195
| -22% | -$20.4K | 0.02% | 136 |
|
|
2024
Q4 | $102K | Hold |
885
| – | – | 0.03% | 114 |
|
|
2024
Q3 | $104K | Hold |
885
| – | – | 0.04% | 119 |
|
|
2024
Q2 | $94.4K | Sell |
885
-140
| -14% | -$14.9K | 0.04% | 128 |
|
|
2024
Q1 | $113K | Sell |
1,025
-332
| -24% | -$36.7K | 0.05% | 116 |
|
|
2023
Q4 | $147K | Buy |
1,357
+2
| +0.1% | +$216 | 0.07% | 89 |
|
|
2023
Q3 | $128K | Sell |
1,355
-120
| -8% | -$11.3K | 0.07% | 97 |
|
|
2023
Q2 | $147K | Buy |
1,475
+2
| +0.1% | +$199 | 0.07% | 92 |
|
|
2023
Q1 | $142K | Sell |
1,473
-289
| -16% | -$28K | 0.08% | 92 |
|
|
2022
Q4 | $167K | Buy |
1,762
+1
| +0.1% | +$95 | 0.1% | 84 |
|
|
2022
Q3 | $154K | Buy |
1,761
+2
| +0.1% | +$175 | 0.1% | 89 |
|
|
2022
Q2 | $163K | Buy |
1,759
+1
| +0.1% | +$93 | 0.09% | 90 |
|
|
2022
Q1 | $190K | Sell |
1,758
-15
| -0.8% | -$1.62K | 0.09% | 86 |
|
|
2021
Q4 | $203K | Sell |
1,773
-147
| -8% | -$16.8K | 0.09% | 86 |
|
|
2021
Q3 | $210K | Buy |
1,920
+1
| +0.1% | +$109 | 0.1% | 80 |
|
|
2021
Q2 | $217K | Buy |
1,919
+1
| +0.1% | +$113 | 0.11% | 86 |
|
|
2021
Q1 | $208K | Buy |
+1,918
| New | +$208K | 0.12% | 88 |
|