Angeles 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 | $730K | Buy |
6,684
+5,189
| +347% | +$567K | 0.05% | 136 |
|
|
2025
Q1 | $156K | Hold |
1,495
| – | – | 0.01% | 292 |
|
|
2024
Q4 | $172K | Hold |
1,495
| – | – | 0.01% | 299 |
|
|
2024
Q3 | $175K | Hold |
1,495
| – | – | 0.02% | 266 |
|
|
2024
Q2 | $159K | Hold |
1,495
| – | – | 0.02% | 232 |
|
|
2024
Q1 | $165K | Buy |
1,495
+925
| +162% | +$102K | 0.02% | 228 |
|
|
2023
Q4 | $61.7K | Hold |
570
| – | – | 0.01% | 222 |
|
|
2023
Q3 | $53.8K | Buy |
+570
| New | +$53.8K | 0.01% | 196 |
|