Acima Private Wealth’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 | $104K | Hold |
953
| – | – | 0.04% | 132 |
|
|
2025
Q1 | $99.7K | Buy |
953
+123
| +15% | +$12.9K | 0.04% | 136 |
|
|
2024
Q4 | $95.6K | Hold |
830
| – | – | 0.03% | 139 |
|
|
2024
Q3 | $97.1K | Hold |
830
| – | – | 0.03% | 140 |
|
|
2024
Q2 | $88.5K | Hold |
830
| – | – | 0.03% | 137 |
|
|
2024
Q1 | $91.7K | Sell |
830
-4,472
| -84% | -$494K | 0.03% | 141 |
|
|
2023
Q4 | $574K | Hold |
5,302
| – | – | 0.22% | 75 |
|
|
2023
Q3 | $500K | Buy |
5,302
+4,472
| +539% | +$422K | 0.22% | 85 |
|
|
2023
Q2 | $82.7K | Hold |
830
| – | – | 0.04% | 156 |
|
|
2023
Q1 | $80.3K | Hold |
830
| – | – | 0.04% | 156 |
|
|
2022
Q4 | $78.6K | Hold |
830
| – | – | 0.04% | 145 |
|
|
2022
Q3 | $72.4K | Hold |
830
| – | – | 0.04% | 146 |
|
|
2022
Q2 | $76.7K | Sell |
830
-200
| -19% | -$18.5K | 0.04% | 148 |
|
|
2022
Q1 | $111K | Sell |
1,030
-1,478
| -59% | -$159K | 0.05% | 143 |
|
|
2021
Q4 | $287K | Buy |
2,508
+1,478
| +143% | +$169K | 0.12% | 115 |
|
|
2021
Q3 | $112K | Hold |
1,030
| – | – | 0.05% | 142 |
|
|
2021
Q2 | $116K | Hold |
1,030
| – | – | 0.05% | 140 |
|
|
2021
Q1 | $112K | Hold |
1,030
| – | – | 0.06% | 139 |
|
|
2020
Q4 | $95K | Hold |
1,030
| – | – | 0.05% | 138 |
|
|
2020
Q3 | $72K | Hold |
1,030
| – | – | 0.04% | 144 |
|
|
2020
Q2 | $70K | Hold |
1,030
| – | – | 0.05% | 151 |
|
|
2020
Q1 | $58K | Hold |
1,030
| – | – | 0.04% | 156 |
|
|
2019
Q4 | $86K | Buy |
+1,030
| New | +$86K | 0.06% | 167 |
|
|
2019
Q1 | – | Sell |
-9,174
| Closed | -$636K | – | 283 |
|
|
2018
Q4 | $636K | Buy |
+9,174
| New | +$636K | 0.62% | 36 |
|