WP
Westmount Partners’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 | $2.84M | Buy |
25,961
+16,950
| +188% | +$1.85M | 0.78% | 25 |
|
|
2025
Q1 | $942K | Sell |
9,011
-459
| -5% | -$48K | 0.29% | 75 |
|
|
2024
Q4 | $1.09M | Buy |
9,470
+41
| +0.4% | +$4.72K | 0.33% | 60 |
|
|
2024
Q3 | $1.1M | Sell |
9,429
-205
| -2% | -$24K | 0.33% | 61 |
|
|
2024
Q2 | $1.02M | Sell |
9,634
-4
| -0% | -$423 | 0.34% | 62 |
|
|
2024
Q1 | $1.07M | Buy |
9,638
+804
| +9% | +$88.9K | 0.38% | 57 |
|
|
2023
Q4 | $956K | Sell |
8,834
-92
| -1% | -$9.96K | 0.39% | 59 |
|
|
2023
Q3 | $842K | Buy |
8,926
+1,336
| +18% | +$126K | 0.37% | 65 |
|
|
2023
Q2 | $756K | Buy |
7,590
+358
| +5% | +$35.7K | 0.33% | 63 |
|
|
2023
Q1 | $699K | Sell |
7,232
-1
| -0% | -$97 | 0.32% | 71 |
|
|
2022
Q4 | $685K | Buy |
+7,233
| New | +$685K | 0.36% | 67 |
|