Balboa Wealth 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 | $367K | Buy |
3,361
+249
| +8% | +$27.2K | 0.07% | 208 |
|
|
2025
Q1 | $325K | Buy |
3,112
+211
| +7% | +$22.1K | 0.08% | 181 |
|
|
2024
Q4 | $334K | Buy |
+2,901
| New | +$334K | 0.08% | 194 |
|
|
2023
Q2 | – | Sell |
-4,094
| Closed | -$396K | – | 316 |
|
|
2023
Q1 | $396K | Sell |
4,094
-30
| -0.7% | -$2.9K | 0.15% | 132 |
|
|
2022
Q4 | $390K | Buy |
4,124
+20
| +0.5% | +$1.89K | 0.18% | 129 |
|
|
2022
Q3 | $358K | Buy |
+4,104
| New | +$358K | 0.16% | 117 |
|