GA
Goldstein Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
15,061
+390
| +3% | +$42.6K | 0.22% | 45 |
|
|
2025
Q1 | $1.53M | Sell |
14,671
-731
| -5% | -$76.4K | 0.22% | 43 |
|
|
2024
Q4 | $1.77M | Buy |
15,402
+582
| +4% | +$67.1K | 0.26% | 39 |
|
|
2024
Q3 | $1.73M | Buy |
14,820
+46
| +0.3% | +$5.38K | 0.26% | 37 |
|
|
2024
Q2 | $1.58M | Buy |
14,774
+224
| +2% | +$23.9K | 0.26% | 39 |
|
|
2024
Q1 | $1.61M | Buy |
14,550
+819
| +6% | +$90.5K | 0.27% | 35 |
|
|
2023
Q4 | $1.49M | Sell |
13,731
-1,508
| -10% | -$163K | 0.25% | 63 |
|
|
2023
Q3 | $1.44M | Sell |
15,239
-328
| -2% | -$30.9K | 0.3% | 37 |
|
|
2023
Q2 | $1.55M | Buy |
15,567
+2,764
| +22% | +$275K | 0.32% | 39 |
|
|
2023
Q1 | $1.24M | Sell |
12,803
-494
| -4% | -$47.8K | 0.27% | 42 |
|
|
2022
Q4 | $1.26M | Buy |
+13,297
| New | +$1.26M | 0.3% | 40 |
|