BlueChip Wealth Advisors’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 | $1.11M | Sell |
10,112
-67
| -0.7% | -$7.32K | 0.49% | 43 |
|
|
2025
Q1 | $1.06M | Hold |
10,179
| – | – | 0.52% | 41 |
|
|
2024
Q4 | $1.17M | Sell |
10,179
-107
| -1% | -$12.3K | 0.65% | 34 |
|
|
2024
Q3 | $1.2M | Hold |
10,286
| – | – | 0.63% | 39 |
|
|
2024
Q2 | $1.1M | Sell |
10,286
-1,177
| -10% | -$126K | 0.65% | 37 |
|
|
2024
Q1 | $1.27M | Buy |
11,463
+413
| +4% | +$45.6K | 0.82% | 30 |
|
|
2023
Q4 | $1.2M | Buy |
+11,050
| New | +$1.2M | 0.84% | 30 |
|