Evergreen Private Wealth’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 | $26.1K | Hold |
239
| – | – | 0.01% | 134 |
|
|
2025
Q1 | $25K | Hold |
239
| – | – | 0.01% | 132 |
|
|
2024
Q4 | $27.5K | Hold |
239
| – | – | 0.01% | 132 |
|
|
2024
Q3 | $28K | Hold |
239
| – | – | 0.01% | 133 |
|
|
2024
Q2 | $25.5K | Hold |
239
| – | – | 0.01% | 135 |
|
|
2024
Q1 | $26.4K | Hold |
239
| – | – | 0.01% | 139 |
|
|
2023
Q4 | $25.9K | Buy |
+239
| New | +$25.9K | 0.01% | 134 |
|