Highline 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
Q2 | $59.7K | Buy |
547
+527
| +2,635% | +$57.5K | 0.02% | 137 |
|
|
2025
Q1 | $2.14K | Hold |
20
| – | – | ﹤0.01% | 615 |
|
|
2024
Q4 | $2.35K | Hold |
20
| – | – | ﹤0.01% | 435 |
|
|
2024
Q3 | $2.37K | Hold |
20
| – | – | ﹤0.01% | 440 |
|
|
2024
Q2 | $2.15K | Sell |
20
-117
| -85% | -$12.6K | ﹤0.01% | 385 |
|
|
2024
Q1 | $15.2K | Sell |
137
-507
| -79% | -$56.2K | 0.01% | 190 |
|
|
2023
Q4 | $69.7K | Buy |
644
+81
| +14% | +$8.77K | 0.03% | 118 |
|
|
2023
Q3 | $53.1K | Buy |
563
+283
| +101% | +$26.7K | 0.03% | 113 |
|
|
2023
Q2 | $27.9K | Hold |
280
| – | – | 0.02% | 120 |
|
|
2023
Q1 | $27.1K | Hold |
280
| – | – | 0.02% | 119 |
|
|
2022
Q4 | $26.5K | Hold |
280
| – | – | 0.02% | 119 |
|
|
2022
Q3 | $24.4K | Buy |
+280
| New | +$24.4K | 0.02% | 108 |
|