Alpha Financial Partners’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 | $3.6M | Sell |
32,945
-550
| -2% | -$60.1K | 2.59% | 7 |
|
|
2025
Q1 | $3.5M | Sell |
33,495
-937
| -3% | -$98K | 2.81% | 7 |
|
|
2024
Q4 | $3.97M | Buy |
34,432
+32,046
| +1,343% | +$3.69M | 3.14% | 6 |
|
|
2024
Q3 | $279K | Sell |
2,386
-25,127
| -91% | -$2.94M | 0.2% | 80 |
|
|
2024
Q2 | $2.93M | Buy |
27,513
+42
| +0.2% | +$4.48K | 2.54% | 8 |
|
|
2024
Q1 | $3.04M | Buy |
27,471
+983
| +4% | +$109K | 2.76% | 8 |
|
|
2023
Q4 | $2.87M | Buy |
26,488
+3,002
| +13% | +$325K | 2.83% | 7 |
|
|
2023
Q3 | $2.22M | Buy |
23,486
+5,309
| +29% | +$501K | 2.57% | 10 |
|
|
2023
Q2 | $1.81M | Sell |
18,177
-1,893
| -9% | -$189K | 1.93% | 10 |
|
|
2023
Q1 | $1.94M | Buy |
20,070
+211
| +1% | +$20.4K | 2.18% | 9 |
|
|
2022
Q4 | $1.88M | Buy |
+19,859
| New | +$1.88M | 2.28% | 10 |
|