Elevation 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 | $5.68M | Sell |
51,997
-4,000
| -7% | -$437K | 2.24% | 10 |
|
|
2025
Q1 | $5.86M | Buy |
55,997
+1,608
| +3% | +$168K | 2.53% | 8 |
|
|
2024
Q4 | $6.27M | Buy |
54,389
+2,542
| +5% | +$293K | 2.65% | 8 |
|
|
2024
Q3 | $6.06M | Buy |
51,847
+781
| +2% | +$91.3K | 2.6% | 9 |
|
|
2024
Q2 | $5.45M | Buy |
51,066
+1,881
| +4% | +$201K | 2.58% | 8 |
|
|
2024
Q1 | $5.44M | Buy |
49,185
+3,301
| +7% | +$365K | 2.72% | 8 |
|
|
2023
Q4 | $4.33M | Sell |
45,884
-34
| -0.1% | -$3.21K | 2.6% | 8 |
|
|
2023
Q3 | $4.33M | Buy |
45,918
+2,047
| +5% | +$193K | 3.74% | 6 |
|
|
2023
Q2 | $4.39M | Buy |
43,871
+1,429
| +3% | +$143K | 3.69% | 6 |
|
|
2023
Q1 | $4.1M | Buy |
+42,442
| New | +$4.1M | 3.76% | 7 |
|