Gen-Wealth Partners’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 | $180K | Sell |
1,650
-276
| -14% | -$30.2K | 0.07% | 231 |
|
|
2025
Q1 | $201K | Sell |
1,926
-208
| -10% | -$21.8K | 0.08% | 208 |
|
|
2024
Q4 | $246K | Buy |
2,134
+278
| +15% | +$32K | 0.11% | 189 |
|
|
2024
Q3 | $215K | Buy |
1,856
+4
| +0.2% | +$463 | 0.09% | 213 |
|
|
2024
Q2 | $198K | Sell |
1,852
-146
| -7% | -$15.6K | 0.1% | 210 |
|
|
2024
Q1 | $221K | Buy |
+1,998
| New | +$221K | 0.11% | 194 |
|