ICW Investment 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 | $230K | Sell |
2,103
-19
| -0.9% | -$2.08K | 0.09% | 137 |
|
|
2025
Q1 | $222K | Buy |
2,122
+1
| +0% | +$105 | 0.09% | 138 |
|
|
2024
Q4 | $244K | Buy |
2,121
+1
| +0% | +$115 | 0.1% | 136 |
|
|
2024
Q3 | $248K | Hold |
2,120
| – | – | 0.1% | 137 |
|
|
2024
Q2 | $226K | Hold |
2,120
| – | – | 0.1% | 137 |
|
|
2024
Q1 | $234K | Buy |
2,120
+1
| +0% | +$111 | 0.1% | 136 |
|
|
2023
Q4 | $229K | Buy |
+2,119
| New | +$229K | 0.11% | 137 |
|