WR Wealth Planners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $389K | Sell |
3,374
-561
| -14% | -$64.6K | 0.13% | 108 |
|
|
2024
Q3 | $460K | Sell |
3,935
-108
| -3% | -$12.6K | 0.13% | 108 |
|
|
2024
Q2 | $431K | Sell |
4,043
-237
| -6% | -$25.3K | 0.13% | 102 |
|
|
2024
Q1 | $473K | Sell |
4,280
-478
| -10% | -$52.8K | 0.15% | 97 |
|
|
2023
Q4 | $515K | Sell |
4,758
-1,299
| -21% | -$141K | 0.19% | 96 |
|
|
2023
Q3 | $571K | Sell |
6,057
-7
| -0.1% | -$660 | 0.22% | 72 |
|
|
2023
Q2 | $604K | Buy |
6,064
+2,402
| +66% | +$239K | 0.23% | 68 |
|
|
2023
Q1 | $354K | Sell |
3,662
-589
| -14% | -$57K | 0.15% | 109 |
|
|
2022
Q4 | $402K | Sell |
4,251
-79
| -2% | -$7.48K | 0.25% | 69 |
|
|
2022
Q3 | $378K | Buy |
4,330
+9
| +0.2% | +$785 | 0.27% | 63 |
|
|
2022
Q2 | $399K | Sell |
4,321
-895
| -17% | -$82.7K | 0.26% | 61 |
|
|
2022
Q1 | $563K | Buy |
+5,216
| New | +$563K | 0.34% | 52 |
|