Guardian Wealth Advisors (North Carolina)’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 | $944K | Sell |
8,637
-311
| -3% | -$34K | 0.07% | 148 |
|
|
2025
Q1 | $936K | Buy |
8,948
+89
| +1% | +$9.31K | 0.07% | 133 |
|
|
2024
Q4 | $1.02M | Buy |
8,859
+8,187
| +1,218% | +$943K | 0.08% | 128 |
|
|
2024
Q3 | $78.6K | Sell |
672
-272
| -29% | -$31.8K | 0.01% | 293 |
|
|
2024
Q2 | $101K | Buy |
944
+23
| +2% | +$2.45K | 0.01% | 271 |
|
|
2024
Q1 | $102K | Sell |
921
-424
| -32% | -$46.9K | 0.01% | 285 |
|
|
2023
Q4 | $146K | Buy |
1,345
+298
| +28% | +$32.3K | 0.02% | 254 |
|
|
2023
Q3 | $99.2K | Sell |
1,047
-14
| -1% | -$1.33K | 0.02% | 261 |
|
|
2023
Q2 | $106K | Buy |
1,061
+277
| +35% | +$27.6K | 0.02% | 246 |
|
|
2023
Q1 | $75.8K | Hold |
784
| – | – | 0.01% | 246 |
|
|
2022
Q4 | $74.2K | Buy |
784
+14
| +2% | +$1.33K | 0.01% | 234 |
|
|
2022
Q3 | $67K | Sell |
770
-356
| -32% | -$31K | 0.01% | 225 |
|
|
2022
Q2 | $104K | Buy |
1,126
+18
| +2% | +$1.66K | 0.02% | 201 |
|
|
2022
Q1 | $120K | Sell |
1,108
-8
| -0.7% | -$866 | 0.05% | 167 |
|
|
2021
Q4 | $128K | Buy |
+1,116
| New | +$128K | 0.06% | 153 |
|