WIA
World Investment 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 | $23.6M | Sell |
215,996
-9,898
| -4% | -$1.08M | 0.54% | 34 |
|
|
2025
Q1 | $23.6M | Sell |
225,894
-1,004
| -0.4% | -$105K | 0.61% | 32 |
|
|
2024
Q4 | $26.1M | Buy |
226,898
+39,904
| +21% | +$4.6M | 0.72% | 26 |
|
|
2024
Q3 | $21.9M | Buy |
186,994
+34,989
| +23% | +$4.09M | 0.69% | 28 |
|
|
2024
Q2 | $16.2M | Buy |
152,005
+33,614
| +28% | +$3.59M | 1.01% | 20 |
|
|
2024
Q1 | $15.3M | Sell |
118,391
-24,039
| -17% | -$3.1M | 2.19% | 8 |
|
|
2023
Q4 | $15.4M | Buy |
142,430
+91,017
| +177% | +$9.85M | 2% | 10 |
|
|
2023
Q3 | $4.87M | Buy |
51,413
+689
| +1% | +$65.3K | 0.97% | 23 |
|
|
2023
Q2 | $5.05M | Sell |
50,724
-354
| -0.7% | -$35.3K | 0.98% | 20 |
|
|
2023
Q1 | $4.94M | Sell |
51,078
-4,451
| -8% | -$430K | 1.03% | 23 |
|
|
2022
Q4 | $5.26M | Sell |
55,529
-3,357
| -6% | -$318K | 1.21% | 17 |
|
|
2022
Q3 | $5.13M | Sell |
58,886
-2,395
| -4% | -$209K | 1.22% | 19 |
|
|
2022
Q2 | $6.25M | Buy |
61,281
+1,149
| +2% | +$117K | 1.31% | 17 |
|
|
2022
Q1 | $6.49M | Sell |
60,132
-68
| -0.1% | -$7.34K | 1.35% | 18 |
|
|
2021
Q4 | $6.42M | Sell |
60,200
-940
| -2% | -$100K | 1.34% | 17 |
|
|
2021
Q3 | $6.68M | Buy |
61,140
+269
| +0.4% | +$29.4K | 1.51% | 14 |
|
|
2021
Q2 | $6.88M | Buy |
60,871
+2,345
| +4% | +$265K | 1.57% | 14 |
|
|
2021
Q1 | $6.38M | Sell |
58,526
-4,018
| -6% | -$438K | 1.54% | 14 |
|
|
2020
Q4 | $6.67M | Buy |
62,544
+3,448
| +6% | +$368K | 1.69% | 14 |
|
|
2020
Q3 | $4.15M | Sell |
59,096
-347
| -0.6% | -$24.4K | 1.42% | 16 |
|
|
2020
Q2 | $4.52M | Buy |
59,443
+25,061
| +73% | +$1.9M | 1.58% | 15 |
|
|
2020
Q1 | $1.93M | Sell |
34,382
-4,821
| -12% | -$270K | 0.9% | 25 |
|
|
2019
Q4 | $3.29M | Buy |
39,203
+24,100
| +160% | +$2.02M | 1.28% | 20 |
|
|
2019
Q3 | $1.18M | Buy |
15,103
+226
| +2% | +$17.6K | 0.5% | 27 |
|
|
2019
Q2 | $1.13M | Sell |
14,877
-3,348
| -18% | -$255K | 0.5% | 26 |
|
|
2019
Q1 | $1.41M | Buy |
18,225
+4,796
| +36% | +$370K | 0.64% | 26 |
|
|
2018
Q4 | $945K | Buy |
+13,429
| New | +$945K | 0.42% | 40 |
|