First National Advisers’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 | $602K | Sell |
5,509
-20
| -0.4% | -$2.19K | 0.09% | 159 |
|
2025
Q1 | $578K | Buy |
5,529
+36
| +0.7% | +$3.77K | 0.09% | 153 |
|
2024
Q4 | $633K | Sell |
5,493
-196
| -3% | -$22.6K | 0.1% | 139 |
|
2024
Q3 | $665K | Buy |
5,689
+447
| +9% | +$52.3K | 0.11% | 142 |
|
2024
Q2 | $559K | Buy |
5,242
+832
| +19% | +$88.7K | 0.1% | 144 |
|
2024
Q1 | $487K | Buy |
4,410
+301
| +7% | +$33.3K | 0.11% | 146 |
|
2023
Q4 | $445K | Buy |
+4,109
| New | +$445K | 0.13% | 138 |
|