EA
Enclave Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95M | Sell |
54,488
-10,139
| -16% | -$1.11M | 0.96% | 28 |
|
|
2025
Q1 | $6.76M | Sell |
64,627
-16,183
| -20% | -$1.69M | 1.15% | 25 |
|
|
2024
Q4 | $9.31M | Buy |
80,810
+8,658
| +12% | +$998K | 1.53% | 20 |
|
|
2024
Q3 | $8.44M | Buy |
+72,152
| New | +$8.44M | 1.43% | 19 |
|