AA Financial Advisors’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 | $305K | Sell |
2,791
-58
| -2% | -$6.34K | 0.07% | 149 |
|
|
2025
Q1 | $298K | Sell |
2,849
-245
| -8% | -$25.6K | 0.07% | 133 |
|
|
2024
Q4 | $356K | Buy |
3,094
+157
| +5% | +$18.1K | 0.1% | 126 |
|
|
2024
Q3 | $344K | Buy |
2,937
+304
| +12% | +$35.6K | 0.1% | 123 |
|
|
2024
Q2 | $281K | Buy |
2,633
+1
| +0% | +$107 | 0.1% | 133 |
|
|
2024
Q1 | $291K | Sell |
2,632
-7
| -0.3% | -$774 | 0.12% | 126 |
|
|
2023
Q4 | $286K | Buy |
+2,639
| New | +$286K | 0.19% | 48 |
|