EFG Asset Management (Americas)’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 | $18.7M | Buy |
171,552
+6,157
| +4% | +$673K | 3.46% | 3 |
|
|
2025
Q1 | $17.3M | Sell |
165,395
-6,790
| -4% | -$710K | 3.5% | 2 |
|
|
2024
Q4 | $19.8M | Sell |
172,185
-1,107
| -0.6% | -$128K | 3.86% | 2 |
|
|
2024
Q3 | $20.3M | Buy |
+173,292
| New | +$20.3M | 3.97% | 2 |
|
|
2018
Q2 | – | Sell |
-3,176
| Closed | -$245K | – | 125 |
|
|
2018
Q1 | $245K | Buy |
+3,176
| New | +$245K | 0.1% | 109 |
|