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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $989K | Sell |
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|
2025
Q2 | $943K | Hold |
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|
2025
Q1 | $902K | Buy |
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|
2024
Q4 | $880K | Hold |
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|
2024
Q3 | $894K | Hold |
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|
2024
Q2 | $815K | Hold |
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|
2024
Q1 | $844K | Sell |
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|
2023
Q4 | $885K | Sell |
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|
2023
Q3 | $1.02M | Hold |
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|
2023
Q2 | $1.08M | Hold |
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|
2023
Q1 | $1.05M | Hold |
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|
2022
Q4 | $1.02M | Hold |
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|
2022
Q3 | $943K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.3K | Buy |
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|
2021
Q3 | $326K | Buy |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $285K | Hold |
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|
2020
Q4 | $242K | Hold |
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|
2020
Q3 | $185K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $247K | Buy |
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