Evernest Financial Advisors’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 | $7.25M | Sell |
66,308
-30,219
| -31% | -$3.3M | 2.35% | 10 |
|
|
2025
Q1 | $10.1M | Sell |
96,527
-3,764
| -4% | -$394K | 3.62% | 6 |
|
|
2024
Q4 | $11.6M | Buy |
100,291
+3,806
| +4% | +$439K | 3% | 10 |
|
|
2024
Q3 | $11.3M | Buy |
96,485
+4,620
| +5% | +$540K | 3.04% | 11 |
|
|
2024
Q2 | $9.8M | Buy |
91,865
+5,630
| +7% | +$600K | 4.39% | 7 |
|
|
2024
Q1 | $8.9M | Buy |
86,235
+29,113
| +51% | +$3.01M | 4.21% | 8 |
|
|
2023
Q4 | $6.18M | Buy |
+57,122
| New | +$6.18M | 3.14% | 8 |
|
|
2021
Q4 | $7.95M | Buy |
+75,046
| New | +$7.95M | 4.12% | 8 |
|