FSA Advisors’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 |
-3,224
| Closed | -$337K | – | 189 |
|
|
2025
Q1 | $337K | Buy |
+3,224
| New | +$337K | 0.27% | 112 |
|
|
2024
Q4 | – | Sell |
-2,887
| Closed | -$337K | – | 159 |
|
|
2024
Q3 | $337K | Sell |
2,887
-192
| -6% | -$22.4K | 0.34% | 91 |
|
|
2024
Q2 | $329K | Buy |
3,079
+430
| +16% | +$45.9K | 0.34% | 86 |
|
|
2024
Q1 | $293K | Sell |
2,649
-43
| -2% | -$4.75K | 0.31% | 92 |
|
|
2023
Q4 | $291K | Buy |
+2,692
| New | +$291K | 0.36% | 80 |
|