Garden State Investment Advisory Services’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 | $311K | Sell |
2,839
-195
| -6% | -$21.3K | 0.08% | 205 |
|
|
2025
Q1 | $318K | Sell |
3,034
-5
| -0.2% | -$523 | 0.1% | 180 |
|
|
2024
Q4 | $351K | Sell |
3,039
-14
| -0.5% | -$1.62K | 0.1% | 154 |
|
|
2024
Q3 | $358K | Buy |
3,053
+164
| +6% | +$19.2K | 0.11% | 153 |
|
|
2024
Q2 | $308K | Sell |
2,889
-327
| -10% | -$34.9K | 0.11% | 164 |
|
|
2024
Q1 | $352K | Buy |
3,216
+1,243
| +63% | +$136K | 0.13% | 148 |
|
|
2023
Q4 | $214K | Buy |
+1,973
| New | +$214K | 0.08% | 188 |
|
|
2023
Q3 | – | Sell |
-2,079
| Closed | -$207K | – | 202 |
|
|
2023
Q2 | $207K | Buy |
+2,079
| New | +$207K | 0.08% | 190 |
|