AWS
Atria Wealth Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
155,077
-221,477
| -59% | -$24.4M | 0.39% | 51 |
|
|
2025
Q1 | $39.4M | Sell |
376,554
-48,411
| -11% | -$5.06M | 0.47% | 34 |
|
|
2024
Q4 | $49M | Sell |
424,965
-107,743
| -20% | -$12.4M | 0.54% | 27 |
|
|
2024
Q3 | $62.3M | Buy |
532,708
+26,944
| +5% | +$3.15M | 0.68% | 20 |
|
|
2024
Q2 | $53.9M | Buy |
505,764
+37,969
| +8% | +$4.05M | 0.6% | 21 |
|
|
2024
Q1 | $51.7M | Sell |
467,795
-5,702
| -1% | -$630K | 0.58% | 22 |
|
|
2023
Q4 | $51.3M | Buy |
473,497
+51,828
| +12% | +$5.61M | 0.64% | 19 |
|
|
2023
Q3 | $39.9M | Buy |
421,669
+30,578
| +8% | +$2.89M | 0.56% | 24 |
|
|
2023
Q2 | $39M | Buy |
391,091
+48,992
| +14% | +$4.88M | 0.53% | 25 |
|
|
2023
Q1 | $33.1M | Sell |
342,099
-65,523
| -16% | -$6.34M | 0.49% | 31 |
|
|
2022
Q4 | $38.6M | Buy |
407,622
+7,737
| +2% | +$732K | 0.62% | 21 |
|
|
2022
Q3 | $34.9M | Buy |
399,885
+102,770
| +35% | +$8.96M | 0.6% | 23 |
|
|
2022
Q2 | $27.5M | Sell |
297,115
-91,345
| -24% | -$8.44M | 0.52% | 30 |
|
|
2022
Q1 | $41.9M | Buy |
+388,460
| New | +$41.9M | 0.7% | 19 |
|