Icon 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 | $101K | Buy |
+920
| New | +$101K | 0.01% | 509 |
|
|
2024
Q2 | – | Sell |
-2,552
| Closed | -$282K | – | 469 |
|
|
2024
Q1 | $282K | Buy |
2,552
+1,051
| +70% | +$116K | 0.03% | 292 |
|
|
2023
Q4 | $163K | Buy |
+1,501
| New | +$163K | 0.02% | 344 |
|
|
2022
Q4 | $5.26M | Sell |
55,565
-15,143
| -21% | -$1.43M | 0.6% | 42 |
|
|
2022
Q3 | $6.17M | Buy |
+70,708
| New | +$6.17M | 0.75% | 23 |
|