Heritage 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
Q1 | – | Sell |
-1,805
| Closed | -$208K | – | 69 |
|
|
2024
Q4 | $208K | Buy |
1,805
+17
| +1% | +$1.96K | 0.26% | 66 |
|
|
2024
Q3 | $209K | Buy |
+1,788
| New | +$209K | 0.25% | 65 |
|
|
2024
Q2 | – | Sell |
-1,923
| Closed | -$208K | – | 61 |
|
|
2024
Q1 | $208K | Hold |
1,923
| – | – | 0.42% | 41 |
|
|
2023
Q4 | $208K | Buy |
+1,923
| New | +$208K | 0.42% | 41 |
|