Arbor Wealth 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
Q2 | $346K | Hold |
3,164
| – | – | 0.28% | 43 |
|
|
2025
Q1 | $331K | Hold |
3,164
| – | – | 0.3% | 42 |
|
|
2024
Q4 | $365K | Sell |
3,164
-660
| -17% | -$76K | 0.32% | 41 |
|
|
2024
Q3 | $447K | Hold |
3,824
| – | – | 0.4% | 33 |
|
|
2024
Q2 | $408K | Hold |
3,824
| – | – | 0.4% | 34 |
|
|
2024
Q1 | $423K | Sell |
3,824
-470
| -11% | -$51.9K | 0.4% | 35 |
|
|
2023
Q4 | $465K | Buy |
+4,294
| New | +$465K | 0.48% | 31 |
|