Hilltop 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 | – | Sell |
-159,492
| Closed | -$16.7M | – | 54 |
|
|
2025
Q1 | $16.7M | Buy |
159,492
+9,011
| +6% | +$942K | 9.42% | 4 |
|
|
2024
Q4 | $17.3M | Buy |
150,481
+2,483
| +2% | +$286K | 8.77% | 5 |
|
|
2024
Q3 | $17.3M | Buy |
147,998
+1,297
| +0.9% | +$152K | 8.08% | 5 |
|
|
2024
Q2 | $15.6M | Buy |
146,701
+161
| +0.1% | +$17.2K | 7.85% | 5 |
|
|
2024
Q1 | $16.2M | Buy |
+146,540
| New | +$16.2M | 8.28% | 4 |
|
|
2023
Q2 | – | Sell |
-134,611
| Closed | -$13M | – | 40 |
|
|
2023
Q1 | $13M | Sell |
134,611
-3,556
| -3% | -$344K | 10.47% | 4 |
|
|
2022
Q4 | $13.1M | Sell |
138,167
-2,297
| -2% | -$217K | 11.09% | 4 |
|
|
2022
Q3 | $12.2M | Sell |
140,464
-20,235
| -13% | -$1.76M | 12.59% | 3 |
|
|
2022
Q2 | $14.9M | Buy |
160,699
+3,824
| +2% | +$353K | 14.47% | 3 |
|
|
2022
Q1 | $16.9M | Sell |
156,875
-2,547
| -2% | -$275K | 14.41% | 3 |
|
|
2021
Q4 | $18.3M | Sell |
159,422
-453
| -0.3% | -$51.9K | 12.68% | 2 |
|
|
2021
Q3 | $17.5M | Buy |
159,875
+6,519
| +4% | +$712K | 12.26% | 3 |
|
|
2021
Q2 | $17.3M | Buy |
153,356
+2,937
| +2% | +$332K | 12.26% | 3 |
|
|
2021
Q1 | $16.3M | Buy |
+150,419
| New | +$16.3M | 12.48% | 3 |
|