HHM 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 | $112K | Hold |
1,027
| – | – | 0.01% | 261 |
|
|
2025
Q1 | $107K | Buy |
1,027
+79
| +8% | +$8.26K | 0.01% | 261 |
|
|
2024
Q4 | $109K | Hold |
948
| – | – | 0.01% | 255 |
|
|
2024
Q3 | $111K | Hold |
948
| – | – | 0.02% | 238 |
|
|
2024
Q2 | $101K | Hold |
948
| – | – | 0.02% | 242 |
|
|
2024
Q1 | $105K | Sell |
948
-160
| -14% | -$17.7K | 0.02% | 202 |
|
|
2023
Q4 | $120K | Sell |
1,108
-175
| -14% | -$18.9K | 0.02% | 189 |
|
|
2023
Q3 | $121K | Sell |
1,283
-458
| -26% | -$43.2K | 0.02% | 181 |
|
|
2023
Q2 | $173K | Buy |
1,741
+150
| +9% | +$14.9K | 0.03% | 146 |
|
|
2023
Q1 | $154K | Buy |
1,591
+6
| +0.4% | +$580 | 0.03% | 155 |
|
|
2022
Q4 | $150K | Sell |
1,585
-196
| -11% | -$18.5K | 0.03% | 141 |
|
|
2022
Q3 | $155K | Hold |
1,781
| – | – | 0.04% | 125 |
|
|
2022
Q2 | $165K | Buy |
1,781
+350
| +24% | +$32.4K | 0.04% | 143 |
|
|
2022
Q1 | $154K | Buy |
1,431
+22
| +2% | +$2.37K | 0.04% | 166 |
|
|
2021
Q4 | $161K | Sell |
1,409
-117
| -8% | -$13.4K | 0.04% | 163 |
|
|
2021
Q3 | $167K | Buy |
1,526
+90
| +6% | +$9.85K | 0.05% | 148 |
|
|
2021
Q2 | $162K | Buy |
1,436
+25
| +2% | +$2.82K | 0.04% | 157 |
|
|
2021
Q1 | $153K | Buy |
1,411
+216
| +18% | +$23.4K | 0.05% | 144 |
|
|
2020
Q4 | $110K | Sell |
1,195
-251
| -17% | -$23.1K | 0.04% | 157 |
|
|
2020
Q3 | $102K | Buy |
1,446
+44
| +3% | +$3.1K | 0.04% | 145 |
|
|
2020
Q2 | $96K | Sell |
1,402
-46
| -3% | -$3.15K | 0.04% | 145 |
|
|
2020
Q1 | $81K | Buy |
+1,448
| New | +$81K | 0.04% | 144 |
|