Elevatus Welath Management’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 | $232K | Sell |
2,123
-1,274
| -38% | -$139K | 0.08% | 106 |
|
|
2025
Q1 | $355K | Buy |
3,397
+1
| +0% | +$105 | 0.2% | 68 |
|
|
2024
Q4 | $391K | Sell |
3,396
-161
| -5% | -$18.6K | 0.13% | 68 |
|
|
2024
Q3 | $416K | Sell |
3,557
-3,536
| -50% | -$414K | 0.14% | 61 |
|
|
2024
Q2 | $757K | Buy |
7,093
+1
| +0% | +$107 | 0.28% | 58 |
|
|
2024
Q1 | $784K | Buy |
7,092
+3,700
| +109% | +$409K | 0.31% | 43 |
|
|
2023
Q4 | $367K | Buy |
+3,392
| New | +$367K | 0.17% | 61 |
|