Autumn Glory Partners’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 | $2.08M | Sell |
19,013
-286
| -1% | -$31.3K | 0.97% | 27 |
|
|
2025
Q1 | $2.02M | Hold |
19,299
| – | – | 1% | 28 |
|
|
2024
Q4 | $2.22M | Hold |
19,299
| – | – | 1.09% | 24 |
|
|
2024
Q3 | $2.26M | Sell |
19,299
-79
| -0.4% | -$9.24K | 0.87% | 34 |
|
|
2024
Q2 | $2.07M | Hold |
19,378
| – | – | 1.06% | 30 |
|
|
2024
Q1 | $2.14M | Sell |
19,378
-139
| -0.7% | -$15.4K | 1.05% | 27 |
|
|
2023
Q4 | $2.02M | Buy |
19,517
+234
| +1% | +$24.2K | 1.15% | 25 |
|
|
2023
Q3 | $1.82M | Buy |
19,283
+512
| +3% | +$48.3K | 1.11% | 30 |
|
|
2023
Q2 | $1.87M | Sell |
18,771
-463
| -2% | -$46.1K | 1.37% | 22 |
|
|
2023
Q1 | $1.86M | Sell |
19,234
-40
| -0.2% | -$3.87K | 1.59% | 19 |
|
|
2022
Q4 | $1.82M | Buy |
19,274
+196
| +1% | +$18.5K | 0.97% | 31 |
|
|
2022
Q3 | $1.66M | Buy |
19,078
+366
| +2% | +$31.9K | 1.12% | 28 |
|
|
2022
Q2 | $1.73M | Hold |
18,712
| – | – | 1.28% | 23 |
|
|
2022
Q1 | $2.02M | Sell |
18,712
-1,384
| -7% | -$149K | 1.17% | 24 |
|
|
2021
Q4 | $2.3M | Buy |
+20,096
| New | +$2.3M | 0.96% | 34 |
|