Atlas Capital 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 | $12.3K | Sell |
113
-136
| -55% | -$14.9K | ﹤0.01% | 757 |
|
|
2025
Q1 | $26K | Buy |
+249
| New | +$26K | ﹤0.01% | 707 |
|
|
2024
Q2 | – | Sell |
-29
| Closed | -$3.21K | – | 937 |
|
|
2024
Q1 | $3.21K | Buy |
29
+7
| +32% | +$774 | ﹤0.01% | 787 |
|
|
2023
Q4 | $2.38K | Sell |
22
-45
| -67% | -$4.87K | ﹤0.01% | 823 |
|
|
2023
Q3 | $6.32K | Buy |
67
+58
| +644% | +$5.47K | ﹤0.01% | 748 |
|
|
2023
Q2 | $896 | Hold |
9
| – | – | ﹤0.01% | 844 |
|
|
2023
Q1 | $870 | Buy |
9
+2
| +29% | +$193 | ﹤0.01% | 856 |
|
|
2022
Q4 | $662 | Hold |
7
| – | – | ﹤0.01% | 863 |
|
|
2022
Q3 | $610 | Sell |
7
-4
| -36% | -$349 | ﹤0.01% | 877 |
|
|
2022
Q2 | $1.02K | Sell |
11
-200
| -95% | -$18.5K | ﹤0.01% | 932 |
|
|
2022
Q1 | $22.8K | Hold |
211
| – | – | ﹤0.01% | 624 |
|
|
2021
Q4 | $24.2K | Sell |
211
-185
| -47% | -$21.2K | ﹤0.01% | 614 |
|
|
2021
Q3 | $43.2K | Buy |
396
+196
| +98% | +$21.4K | 0.01% | 532 |
|
|
2021
Q2 | $22.6K | Hold |
200
| – | – | ﹤0.01% | 637 |
|
|
2021
Q1 | $21.7K | Buy |
+200
| New | +$21.7K | ﹤0.01% | 594 |
|
|
2020
Q2 | – | Sell |
-300
| Closed | -$16.8K | – | 704 |
|
|
2020
Q1 | $16.8K | Hold |
300
| – | – | 0.01% | 542 |
|
|
2019
Q4 | $25.2K | Hold |
300
| – | – | 0.01% | 520 |
|
|
2019
Q3 | $23.4K | Buy |
+300
| New | +$23.4K | 0.01% | 518 |
|