WAM
WFA Asset Management’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 | $35.2K | Hold |
330
| – | – | 0.02% | 112 |
|
|
2025
Q1 | $36.5K | Hold |
330
| – | – | 0.02% | 120 |
|
|
2024
Q4 | $38K | Hold |
330
| – | – | 0.02% | 128 |
|
|
2024
Q3 | $38.6K | Hold |
330
| – | – | 0.02% | 117 |
|
|
2024
Q2 | $35.2K | Hold |
330
| – | – | 0.02% | 113 |
|
|
2024
Q1 | $36.5K | Buy |
+330
| New | +$36.5K | 0.02% | 121 |
|
|
2023
Q3 | – | Sell |
-27
| Closed | -$2.74K | – | 259 |
|
|
2023
Q2 | $2.74K | Hold |
27
| – | – | ﹤0.01% | 212 |
|
|
2023
Q1 | $2.65K | Hold |
27
| – | – | ﹤0.01% | 215 |
|
|
2022
Q4 | $2.58K | Hold |
27
| – | – | ﹤0.01% | 200 |
|
|
2022
Q3 | $2.36K | Buy |
+27
| New | +$2.36K | ﹤0.01% | 215 |
|