Destiny 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 | $1.25M | Buy |
+11,458
| New | +$1.25M | 0.17% | 78 |
|
|
2023
Q1 | – | Sell |
-150
| Closed | -$14.2K | – | 389 |
|
|
2022
Q4 | $14.2K | Buy |
150
+108
| +257% | +$10.2K | ﹤0.01% | 440 |
|
|
2022
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 507 |
|
|
2022
Q2 | $4K | Sell |
42
-568
| -93% | -$54.1K | ﹤0.01% | 529 |
|
|
2022
Q1 | $66K | Sell |
610
-1,285
| -68% | -$139K | 0.01% | 290 |
|
|
2021
Q4 | $217K | Hold |
1,895
| – | – | 0.04% | 166 |
|
|
2021
Q3 | $207K | Sell |
1,895
-266
| -12% | -$29.1K | 0.04% | 165 |
|
|
2021
Q2 | $244K | Buy |
2,161
+26
| +1% | +$2.94K | 0.05% | 171 |
|
|
2021
Q1 | $232K | Sell |
2,135
-94
| -4% | -$10.2K | 0.05% | 151 |
|
|
2020
Q4 | $205K | Buy |
+2,229
| New | +$205K | 0.04% | 199 |
|