Atlas Private Wealth Advisors’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
Q2 | $426K | Buy |
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|
2025
Q1 | $407K | Buy |
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|
2024
Q4 | $229K | Buy |
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|
2024
Q3 | $231K | Sell |
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|
2024
Q2 | $234K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $407K | Sell |
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|
2023
Q3 | $428K | Sell |
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|
2023
Q2 | $457K | Buy |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $359K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $398K | Sell |
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|
2021
Q3 | $568K | Sell |
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|
2021
Q2 | $700K | Sell |
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|
2021
Q1 | $814K | Buy |
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|
2020
Q4 | $676K | Sell |
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|
2020
Q3 | $627K | Sell |
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|
2020
Q2 | $664K | Buy |
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