Forthright Family Wealth Advisory’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 | – | Sell |
-1,957
| Closed | -$205K | – | 55 |
|
|
2025
Q1 | $205K | Hold |
1,957
| – | – | 0.14% | 54 |
|
|
2024
Q4 | $225K | Hold |
1,957
| – | – | 0.15% | 52 |
|
|
2024
Q3 | $244K | Sell |
1,957
-388
| -17% | -$48.3K | 0.16% | 53 |
|
|
2024
Q2 | $250K | Hold |
2,345
| – | – | 0.16% | 57 |
|
|
2024
Q1 | $259K | Buy |
+2,345
| New | +$259K | 0.17% | 54 |
|