1 North Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984 | Hold |
9
| – | – | ﹤0.01% | 250 |
|
|
2025
Q1 | $941 | Buy |
+9
| New | +$941 | ﹤0.01% | 249 |
|
|
2019
Q4 | $1.93M | Buy |
22,982
+632
| +3% | +$53K | 1.19% | 27 |
|
|
2019
Q3 | $1.74M | Buy |
+22,350
| New | +$1.74M | 1.16% | 25 |
|
|
2019
Q1 | $1.64M | Sell |
21,300
-7,249
| -25% | -$559K | 1.16% | 29 |
|
|
2018
Q4 | $1.98M | Buy |
+28,549
| New | +$1.98M | 1.65% | 19 |
|