Checchi Capital Advisers’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 | $318K | Hold |
2,906
| – | – | 0.02% | 438 |
|
2025
Q1 | $304K | Hold |
2,906
| – | – | 0.02% | 452 |
|
2024
Q4 | $335K | Hold |
2,906
| – | – | 0.02% | 408 |
|
2024
Q3 | $340K | Hold |
2,906
| – | – | 0.02% | 418 |
|
2024
Q2 | $310K | Hold |
2,906
| – | – | 0.02% | 424 |
|
2024
Q1 | $321K | Sell |
2,906
-570
| -16% | -$63K | 0.03% | 426 |
|
2023
Q4 | $376K | Hold |
3,476
| – | – | 0.03% | 370 |
|
2023
Q3 | $328K | Hold |
3,476
| – | – | 0.03% | 382 |
|
2023
Q2 | $346K | Sell |
3,476
-3,251
| -48% | -$324K | 0.03% | 378 |
|
2023
Q1 | $651K | Buy |
+6,727
| New | +$651K | 0.06% | 222 |
|