Higgins & Schmidt Wealth Strategies’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 | $1.19M | Sell |
10,862
-7
| -0.1% | -$765 | 0.66% | 20 |
|
|
2025
Q1 | $1.14M | Hold |
10,869
| – | – | 0.67% | 23 |
|
|
2024
Q4 | $1.25M | Sell |
10,869
-1,652
| -13% | -$190K | 0.78% | 22 |
|
|
2024
Q3 | $1.46M | Buy |
12,521
+324
| +3% | +$37.9K | 0.95% | 16 |
|
|
2024
Q2 | $1.3M | Sell |
12,197
-43
| -0.4% | -$4.59K | 0.94% | 16 |
|
|
2024
Q1 | $1.35M | Sell |
12,240
-373
| -3% | -$41.2K | 1% | 15 |
|
|
2023
Q4 | $1.37M | Buy |
+12,613
| New | +$1.37M | 1.1% | 14 |
|