3IP
3Chopt Investment Partners’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 | $569K | Hold |
5,204
| – | – | 0.14% | 125 |
|
|
2025
Q1 | $544K | Buy |
+5,204
| New | +$544K | 0.14% | 129 |
|
|
2024
Q3 | – | Sell |
-4,895
| Closed | -$522K | – | 119 |
|
|
2024
Q2 | $522K | Buy |
+4,895
| New | +$522K | 0.16% | 116 |
|
|
2024
Q1 | – | Sell |
-5,012
| Closed | -$543K | – | 110 |
|
|
2023
Q4 | $543K | Buy |
+5,012
| New | +$543K | 0.2% | 99 |
|