Atticus Wealth Management’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 | $2.84M | Buy |
25,970
+2,936
| +13% | +$321K | 0.77% | 23 |
|
|
2025
Q1 | $2.41M | Buy |
23,034
+23,029
| +460,580% | +$2.41M | 0.79% | 22 |
|
|
2024
Q4 | $577 | Hold |
5
| – | – | ﹤0.01% | 497 |
|
|
2024
Q3 | $585 | Sell |
5
-11
| -69% | -$1.29K | ﹤0.01% | 489 |
|
|
2024
Q2 | $1.71K | Sell |
16
-120
| -88% | -$12.8K | ﹤0.01% | 466 |
|
|
2024
Q1 | $15K | Sell |
136
-10
| -7% | -$1.11K | ﹤0.01% | 355 |
|
|
2023
Q4 | $15.8K | Sell |
146
-5
| -3% | -$541 | 0.01% | 350 |
|
|
2023
Q3 | $14.2K | Buy |
151
+113
| +297% | +$10.7K | 0.01% | 366 |
|
|
2023
Q2 | $3.79K | Sell |
38
-50
| -57% | -$4.98K | ﹤0.01% | 461 |
|
|
2023
Q1 | $8.51K | Sell |
88
-213
| -71% | -$20.6K | ﹤0.01% | 394 |
|
|
2022
Q4 | $28.5K | Sell |
301
-21
| -7% | -$1.99K | 0.01% | 299 |
|
|
2022
Q3 | $30K | Hold |
322
| – | – | 0.01% | 285 |
|
|
2022
Q2 | $30K | Hold |
322
| – | – | 0.01% | 309 |
|
|
2022
Q1 | $35K | Buy |
322
+88
| +38% | +$9.57K | 0.01% | 279 |
|
|
2021
Q4 | $27K | Hold |
234
| – | – | 0.01% | 287 |
|
|
2021
Q3 | $26K | Sell |
234
-217
| -48% | -$24.1K | 0.01% | 293 |
|
|
2021
Q2 | $51K | Buy |
451
+1
| +0.2% | +$113 | 0.02% | 229 |
|
|
2021
Q1 | $49K | Sell |
450
-23
| -5% | -$2.5K | 0.02% | 213 |
|
|
2020
Q4 | $44K | Buy |
473
+257
| +119% | +$23.9K | 0.02% | 223 |
|
|
2020
Q3 | $15K | Buy |
216
+1
| +0.5% | +$69 | 0.01% | 238 |
|
|
2020
Q2 | $15K | Buy |
215
+2
| +0.9% | +$140 | 0.01% | 224 |
|
|
2020
Q1 | $12K | Hold |
213
| – | – | 0.01% | 221 |
|
|
2019
Q4 | $18K | Buy |
+213
| New | +$18K | 0.01% | 224 |
|