Diversify Advisory Services’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 | $1.96M | Buy |
17,142
+4,281
| +33% | +$490K | 0.08% | 191 |
|
|
2025
Q1 | $1.3M | Sell |
12,861
-4,998
| -28% | -$504K | 0.08% | 174 |
|
|
2024
Q4 | $2.02M | Buy |
17,859
+192
| +1% | +$21.7K | 0.11% | 133 |
|
|
2024
Q3 | $2.04M | Buy |
17,667
+1,972
| +13% | +$228K | 0.11% | 164 |
|
|
2024
Q2 | $1.66M | Buy |
15,695
+2,239
| +17% | +$236K | 0.09% | 178 |
|
|
2024
Q1 | $1.47M | Buy |
+13,456
| New | +$1.47M | 0.09% | 186 |
|