Atlanta Consulting Group 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 | $43.9M | Buy |
401,487
+2,574
| +0.6% | +$281K | 12.01% | 3 |
|
|
2025
Q1 | $41.7M | Buy |
398,913
+211,771
| +113% | +$22.1M | 12.18% | 3 |
|
|
2024
Q4 | $21.6M | Sell |
187,142
-70,103
| -27% | -$8.08M | 7.95% | 3 |
|
|
2024
Q3 | $30.1M | Sell |
257,245
-489,360
| -66% | -$57.2M | 7.47% | 2 |
|
|
2024
Q2 | $79.6M | Buy |
746,605
+443,196
| +146% | +$47.3M | 17.17% | 2 |
|
|
2024
Q1 | $33.5M | Buy |
+303,409
| New | +$33.5M | 11.6% | 3 |
|