WJA
Willis Johnson & Associates’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 | $23.5M | Buy |
215,002
+16,787
| +8% | +$1.83M | 1.6% | 16 |
|
|
2025
Q1 | $20.7M | Buy |
198,215
+1,534
| +0.8% | +$160K | 1.57% | 17 |
|
|
2024
Q4 | $22.7M | Buy |
196,681
+5,853
| +3% | +$674K | 1.74% | 15 |
|
|
2024
Q3 | $22.3M | Buy |
190,828
+4,771
| +3% | +$558K | 1.7% | 14 |
|
|
2024
Q2 | $19.8M | Buy |
186,057
+8,326
| +5% | +$888K | 1.63% | 14 |
|
|
2024
Q1 | $19.6M | Buy |
177,731
+4,197
| +2% | +$464K | 1.71% | 13 |
|
|
2023
Q4 | $18.8M | Buy |
173,534
+8,033
| +5% | +$870K | 1.71% | 12 |
|
|
2023
Q3 | $15.6M | Buy |
165,501
+1,527
| +0.9% | +$144K | 1.6% | 13 |
|
|
2023
Q2 | $16.3M | Sell |
163,974
-8,423
| -5% | -$839K | 1.74% | 13 |
|
|
2023
Q1 | $16.7M | Sell |
172,397
-44,237
| -20% | -$4.28M | 1.98% | 12 |
|
|
2022
Q4 | $20.5M | Buy |
216,634
+5,714
| +3% | +$541K | 2.67% | 10 |
|
|
2022
Q3 | $18.4M | Sell |
210,920
-22,609
| -10% | -$1.97M | 2.68% | 10 |
|
|
2022
Q2 | $21.6M | Buy |
233,529
+1,329
| +0.6% | +$123K | 3.01% | 9 |
|
|
2022
Q1 | $25.1M | Sell |
232,200
-4,350
| -2% | -$469K | 3.29% | 9 |
|
|
2021
Q4 | $27.1M | Sell |
236,550
-44,379
| -16% | -$5.08M | 3.5% | 8 |
|
|
2021
Q3 | $30.7M | Sell |
280,929
-28,071
| -9% | -$3.07M | 4.26% | 7 |
|
|
2021
Q2 | $34.9M | Sell |
309,000
-4,919
| -2% | -$556K | 4.95% | 7 |
|
|
2021
Q1 | $34.1M | Sell |
313,919
-4,787
| -2% | -$520K | 5.22% | 6 |
|
|
2020
Q4 | $29.3M | Buy |
+318,706
| New | +$29.3M | 4.89% | 7 |
|