Core 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 | $291K | Hold |
2,664
| – | – | 0.15% | 124 |
|
|
2025
Q1 | $279K | Hold |
2,664
| – | – | 0.16% | 127 |
|
|
2024
Q4 | $307K | Hold |
2,664
| – | – | 0.18% | 121 |
|
|
2024
Q3 | $312K | Hold |
2,664
| – | – | 0.19% | 111 |
|
|
2024
Q2 | $284K | Buy |
2,664
+50
| +2% | +$5.33K | 0.19% | 105 |
|
|
2024
Q1 | $289K | Buy |
+2,614
| New | +$289K | 0.22% | 90 |
|