Atlantic Private Wealth’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 | $11.3K | Buy |
103
+8
| +8% | +$876 | 0.01% | 172 |
|
|
2025
Q1 | $9.92K | Hold |
95
| – | – | 0.01% | 174 |
|
|
2024
Q4 | $10.9K | Sell |
95
-144
| -60% | -$16.5K | 0.01% | 163 |
|
|
2024
Q3 | $28K | Hold |
239
| – | – | 0.02% | 110 |
|
|
2024
Q2 | $25.5K | Hold |
239
| – | – | 0.02% | 73 |
|
|
2024
Q1 | $26.4K | Hold |
239
| – | – | 0.02% | 74 |
|
|
2023
Q4 | $25.8K | Sell |
239
-24
| -9% | -$2.59K | 0.02% | 75 |
|
|
2023
Q3 | $24.8K | Buy |
263
+171
| +186% | +$16.1K | 0.03% | 67 |
|
|
2023
Q2 | $9.16K | Sell |
92
-81
| -47% | -$8.07K | 0.01% | 80 |
|
|
2023
Q1 | $16.7K | Buy |
+173
| New | +$16.7K | 0.02% | 68 |
|