WF
WoodTrust Financial’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 | $349K | Sell |
3,194
-223
| -7% | -$24.4K | 0.04% | 119 |
|
|
2025
Q1 | $357K | Sell |
3,417
-920
| -21% | -$96.1K | 0.05% | 128 |
|
|
2024
Q4 | $500K | Hold |
4,337
| – | – | 0.07% | 118 |
|
|
2024
Q3 | $507K | Sell |
4,337
-1,000
| -19% | -$117K | 0.07% | 117 |
|
|
2024
Q2 | $569K | Buy |
+5,337
| New | +$569K | 0.09% | 109 |
|
|
2024
Q1 | – | Sell |
-5,757
| Closed | -$623K | – | 174 |
|
|
2023
Q4 | $623K | Buy |
5,757
+2,576
| +81% | +$279K | 0.11% | 96 |
|
|
2023
Q3 | $300K | Buy |
+3,181
| New | +$300K | 0.06% | 125 |
|
|
2020
Q4 | – | Sell |
-5,951
| Closed | -$418K | – | 108 |
|
|
2020
Q3 | $418K | Buy |
+5,951
| New | +$418K | 0.15% | 51 |
|