49 Wealth Management’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 | – | Sell |
-8,393
| Closed | -$878K | – | 184 |
|
|
2025
Q1 | $878K | Buy |
8,393
+875
| +12% | +$91.5K | 0.11% | 66 |
|
|
2024
Q4 | $866K | Sell |
7,518
-900
| -11% | -$104K | 0.12% | 61 |
|
|
2024
Q3 | $985K | Sell |
8,418
-2
| -0% | -$234 | 0.16% | 57 |
|
|
2024
Q2 | $891K | Sell |
8,420
-2,459
| -23% | -$260K | 0.18% | 60 |
|
|
2024
Q1 | $1.19M | Sell |
10,879
-558
| -5% | -$61K | 0.26% | 34 |
|
|
2023
Q4 | $1.24M | Buy |
+11,437
| New | +$1.24M | 0.32% | 33 |
|