Aprio 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 | $608K | Sell |
5,563
-3,281
| -37% | -$359K | 0.07% | 166 |
|
|
2025
Q1 | $925K | Buy |
8,844
+6,372
| +258% | +$666K | 0.12% | 114 |
|
|
2024
Q4 | $285K | Buy |
2,472
+503
| +26% | +$58K | 0.04% | 226 |
|
|
2024
Q3 | $230K | Buy |
+1,969
| New | +$230K | 0.04% | 245 |
|
|
2020
Q2 | – | Sell |
-7,657
| Closed | -$430K | – | 73 |
|
|
2020
Q1 | $430K | Buy |
7,657
+731
| +11% | +$41.1K | 0.55% | 33 |
|
|
2019
Q4 | $581K | Buy |
+6,926
| New | +$581K | 0.43% | 32 |
|