Heritage Wealth 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 | $22.8K | Hold |
208
| – | – | ﹤0.01% | 362 |
|
|
2025
Q1 | $21.8K | Hold |
208
| – | – | ﹤0.01% | 364 |
|
|
2024
Q4 | $24K | Buy |
208
+58
| +39% | +$6.69K | ﹤0.01% | 373 |
|
|
2024
Q3 | $17.5K | Buy |
150
+25
| +20% | +$2.92K | ﹤0.01% | 410 |
|
|
2024
Q2 | $13.3K | Hold |
125
| – | – | ﹤0.01% | 409 |
|
|
2024
Q1 | $13.8K | Sell |
125
-1,987
| -94% | -$220K | ﹤0.01% | 421 |
|
|
2023
Q4 | $229K | Buy |
2,112
+1,788
| +552% | +$194K | 0.01% | 203 |
|
|
2023
Q3 | $30.6K | Hold |
324
| – | – | ﹤0.01% | 348 |
|
|
2023
Q2 | $32.3K | Buy |
324
+124
| +62% | +$12.4K | ﹤0.01% | 366 |
|
|
2023
Q1 | $19.3K | Buy |
+200
| New | +$19.3K | ﹤0.01% | 402 |
|
|
2020
Q1 | – | Sell |
-324
| Closed | -$27.2K | – | 511 |
|
|
2019
Q4 | $27.2K | Hold |
324
| – | – | ﹤0.01% | 353 |
|
|
2019
Q3 | $25K | Hold |
324
| – | – | ﹤0.01% | 332 |
|
|
2019
Q2 | $25.4K | Hold |
324
| – | – | ﹤0.01% | 316 |
|
|
2019
Q1 | $25K | Hold |
324
| – | – | ﹤0.01% | 286 |
|
|
2018
Q4 | $22K | Hold |
324
| – | – | ﹤0.01% | 257 |
|
|
2018
Q3 | $28K | Buy |
+324
| New | +$28K | 0.01% | 242 |
|