WKSWA
White Knight Strategic Wealth Advisors’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 | $1.06M | Sell |
9,714
-844
| -8% | -$92.2K | 0.9% | 28 |
|
|
2025
Q1 | $1.1M | Sell |
10,558
-21,679
| -67% | -$2.27M | 1.02% | 24 |
|
|
2024
Q4 | $3.71M | Buy |
32,237
+15,652
| +94% | +$1.8M | 1.55% | 16 |
|
|
2024
Q3 | $1.94M | Sell |
16,585
-462
| -3% | -$54K | 1.76% | 14 |
|
|
2024
Q2 | $1.82M | Sell |
17,047
-1,922
| -10% | -$205K | 1.81% | 14 |
|
|
2024
Q1 | $2.1M | Sell |
18,969
-918
| -5% | -$101K | 2.18% | 13 |
|
|
2023
Q4 | $2.15M | Buy |
19,887
+1,569
| +9% | +$170K | 2.48% | 11 |
|
|
2023
Q3 | $1.73M | Sell |
18,318
-975
| -5% | -$92K | 2.28% | 12 |
|
|
2023
Q2 | $1.92M | Buy |
19,293
+540
| +3% | +$53.8K | 2.25% | 11 |
|
|
2023
Q1 | $1.81M | Sell |
18,753
-182
| -1% | -$17.6K | 2.28% | 11 |
|
|
2022
Q4 | $1.79M | Sell |
18,935
-433
| -2% | -$41K | 2.46% | 10 |
|
|
2022
Q3 | $1.69M | Buy |
19,368
+579
| +3% | +$50.5K | 2.42% | 10 |
|
|
2022
Q2 | $1.74M | Buy |
18,789
+3,661
| +24% | +$338K | 2.4% | 11 |
|
|
2022
Q1 | $1.63M | Buy |
15,128
+4,023
| +36% | +$434K | 1.76% | 16 |
|
|
2021
Q4 | $1.27M | Buy |
+11,105
| New | +$1.27M | 1.33% | 23 |
|