WAG
Wiser Advisor Group’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 | $382K | Sell |
3,495
-27
| -0.8% | -$2.95K | 0.66% | 35 |
|
|
2025
Q1 | $368K | Sell |
3,522
-93
| -3% | -$9.72K | 0.54% | 38 |
|
|
2024
Q4 | $417K | Buy |
3,615
+34
| +0.9% | +$3.92K | 0.61% | 35 |
|
|
2024
Q3 | $419K | Buy |
3,581
+15
| +0.4% | +$1.75K | 0.63% | 33 |
|
|
2024
Q2 | $380K | Buy |
3,566
+120
| +3% | +$12.8K | 0.6% | 34 |
|
|
2024
Q1 | $381K | Buy |
3,446
+9
| +0.3% | +$995 | 0.6% | 35 |
|
|
2023
Q4 | $372K | Buy |
+3,437
| New | +$372K | 0.62% | 33 |
|