Angeles Investment 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
Q1 | – | Sell |
-6,375
| Closed | -$735K | – | 104 |
|
|
2024
Q4 | $735K | Buy |
+6,375
| New | +$735K | 0.04% | 59 |
|
|
2024
Q1 | – | Sell |
-6,425
| Closed | -$696K | – | 225 |
|
|
2023
Q4 | $696K | Buy |
6,425
+1,505
| +31% | +$163K | 0.04% | 62 |
|
|
2023
Q3 | $466K | Hold |
4,920
| – | – | 0.04% | 84 |
|
|
2023
Q2 | $490K | Hold |
4,920
| – | – | 0.04% | 67 |
|
|
2023
Q1 | $476K | Hold |
4,920
| – | – | 0.04% | 60 |
|
|
2022
Q4 | $466K | Buy |
+4,920
| New | +$466K | 0.04% | 39 |
|
|
2022
Q3 | – | Sell |
-3,455
| Closed | -$322K | – | 82 |
|
|
2022
Q2 | $322K | Hold |
3,455
| – | – | 0.03% | 60 |
|
|
2022
Q1 | $373K | Hold |
3,455
| – | – | 0.03% | 66 |
|
|
2021
Q4 | $396K | Hold |
3,455
| – | – | 0.02% | 142 |
|
|
2021
Q3 | $377K | Buy |
+3,455
| New | +$377K | 0.02% | 131 |
|