BigSur 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 | $492K | Hold |
4,500
| – | – | 0.12% | 122 |
|
|
2025
Q1 | $471K | Hold |
4,500
| – | – | 0.13% | 120 |
|
|
2024
Q4 | $518K | Hold |
4,500
| – | – | 0.15% | 115 |
|
|
2024
Q3 | $526K | Buy |
+4,500
| New | +$526K | 0.15% | 114 |
|
|
2022
Q3 | – | Sell |
-786
| Closed | -$73K | – | 131 |
|
|
2022
Q2 | $73K | Hold |
786
| – | – | 0.03% | 127 |
|
|
2022
Q1 | $85K | Buy |
+786
| New | +$85K | 0.03% | 131 |
|