Evolution Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $956K | Sell |
7,694
-646
| -8% | -$82.1K | 0.1% | 79 |
|
|
2025
Q4 | $1M | Buy |
8,340
+21
| +0.3% | +$2.51K | 0.1% | 77 |
|
|
2025
Q3 | $989K | Sell |
8,319
-305
| -4% | -$35.1K | 0.13% | 78 |
|
|
2025
Q2 | $943K | Hold |
8,624
| – | – | 0.14% | 76 |
|
|
2025
Q1 | $902K | Buy |
8,624
+984
| +13% | +$111K | 0.15% | 66 |
|
|
2024
Q4 | $880K | Hold |
7,640
| – | – | 0.15% | 65 |
|
|
2024
Q3 | $894K | Hold |
7,640
| – | – | 0.16% | 62 |
|
|
2024
Q2 | $815K | Hold |
7,640
| – | – | 0.16% | 65 |
|
|
2024
Q1 | $844K | Sell |
7,640
-540
| -7% | -$57.3K | 0.16% | 63 |
|
|
2023
Q4 | $885K | Sell |
8,180
-2,630
| -24% | -$253K | 0.18% | 59 |
|
|
2023
Q3 | $1.02M | Hold |
10,810
| – | – | 0.23% | 52 |
|
|
2023
Q2 | $1.08M | Hold |
10,810
| – | – | 0.24% | 48 |
|
|
2023
Q1 | $1.05M | Hold |
10,810
| – | – | 0.25% | 48 |
|
|
2022
Q4 | $1.02M | Hold |
10,810
| – | – | 0.26% | 48 |
|
|
2022
Q3 | $943K | Sell |
10,810
-640
| -6% | -$62.2K | 0.26% | 50 |
|
|
2022
Q2 | $1.06M | Buy |
11,450
+640
| +6% | +$63.6K | 0.27% | 54 |
|
|
2022
Q1 | $1.17M | Sell |
10,810
-590
| -5% | -$63.7K | 0.24% | 49 |
|
|
2021
Q4 | $1.3K | Buy |
11,400
+8,410
| +281% | +$958K | 0.2% | 44 |
|
|
2021
Q3 | $326K | Buy |
2,990
+360
| +14% | +$39.6K | 0.07% | 76 |
|
|
2021
Q2 | $297K | Hold |
2,630
| – | – | 0.06% | 87 |
|
|
2021
Q1 | $285K | Hold |
2,630
| – | – | 0.06% | 88 |
|
|
2020
Q4 | $242K | Hold |
2,630
| – | – | 0.05% | 96 |
|
|
2020
Q3 | $185K | Buy |
+2,630
| New | +$188K | 0.05% | 101 |
|
|
2020
Q1 | – | Sell |
-2,947
| Closed | -$247K | – | 475 |
|
|
2019
Q4 | $247K | Buy |
+2,947
| New | +$237K | 0.06% | 69 |
|
Other funds holding IJR
