Elevate Wealth Advisory’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 | $78.1K | Buy |
715
+604
| +544% | +$66K | 0.06% | 91 |
|
|
2025
Q1 | $11.6K | Hold |
111
| – | – | 0.01% | 121 |
|
|
2024
Q4 | $12.8K | Hold |
111
| – | – | 0.01% | 108 |
|
|
2024
Q3 | $13K | Sell |
111
-250
| -69% | -$29.2K | 0.01% | 112 |
|
|
2024
Q2 | $38.5K | Hold |
361
| – | – | 0.03% | 88 |
|
|
2024
Q1 | $39.9K | Hold |
361
| – | – | 0.03% | 84 |
|
|
2023
Q4 | $39.1K | Buy |
+361
| New | +$39.1K | 0.04% | 85 |
|