Atlantic Private Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.3K | Buy |
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|
2025
Q2 | $11.3K | Buy |
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|
2025
Q1 | $9.92K | Hold |
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|
2024
Q4 | $10.9K | Sell |
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|
2024
Q3 | $28K | Hold |
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|
2024
Q2 | $25.5K | Hold |
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|
2024
Q1 | $26.4K | Hold |
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|
2023
Q4 | $25.8K | Sell |
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|
2023
Q3 | $24.8K | Buy |
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|
2023
Q2 | $9.16K | Sell |
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|
2023
Q1 | $16.7K | Buy |
|