Evoke 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 | $1.3M | Buy |
11,880
+3,097
| +35% | +$338K | 0.03% | 197 |
|
|
2025
Q1 | $918K | Hold |
8,783
| – | – | 0.02% | 205 |
|
|
2024
Q4 | $1.01M | Hold |
8,783
| – | – | 0.03% | 188 |
|
|
2024
Q3 | $1.03M | Buy |
+8,783
| New | +$1.03M | 0.03% | 182 |
|
|
2024
Q2 | – | Sell |
-8,237
| Closed | -$910K | – | 230 |
|
|
2024
Q1 | $910K | Buy |
+8,237
| New | +$910K | 0.03% | 183 |
|
|
2023
Q4 | – | Sell |
-7,748
| Closed | -$734K | – | 208 |
|
|
2023
Q3 | $734K | Buy |
7,748
+1,408
| +22% | +$133K | 0.03% | 201 |
|
|
2023
Q2 | $632K | Hold |
6,340
| – | – | 0.02% | 200 |
|
|
2023
Q1 | $613K | Sell |
6,340
-129
| -2% | -$12.5K | 0.02% | 195 |
|
|
2022
Q4 | $612K | Sell |
6,469
-210
| -3% | -$19.9K | 0.02% | 201 |
|
|
2022
Q3 | $582K | Buy |
6,679
+401
| +6% | +$34.9K | 0.02% | 201 |
|
|
2022
Q2 | $580K | Buy |
6,278
+201
| +3% | +$18.6K | 0.02% | 204 |
|
|
2022
Q1 | $656K | Sell |
6,077
-63
| -1% | -$6.8K | 0.02% | 206 |
|
|
2021
Q4 | $703K | Buy |
6,140
+903
| +17% | +$103K | 0.02% | 213 |
|
|
2021
Q3 | $571K | Hold |
5,237
| – | – | 0.02% | 219 |
|
|
2021
Q2 | $592K | Buy |
5,237
+874
| +20% | +$98.8K | 0.02% | 226 |
|
|
2021
Q1 | $474K | Buy |
4,363
+3,706
| +564% | +$403K | 0.02% | 222 |
|
|
2020
Q4 | $60K | Buy |
657
+638
| +3,358% | +$58.3K | ﹤0.01% | 355 |
|
|
2020
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 938 |
|
|
2020
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 980 |
|
|
2020
Q1 | $1.07K | Buy |
+19
| New | +$1.07K | ﹤0.01% | 923 |
|
|
2019
Q4 | – | Sell |
-75
| Closed | -$5.9K | – | 1331 |
|
|
2019
Q3 | $5.9K | Buy |
+75
| New | +$5.9K | ﹤0.01% | 962 |
|