Inspirion 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
Q1 | – | Sell |
-1,813
| Closed | -$209K | – | 161 |
|
|
2024
Q4 | $209K | Hold |
1,813
| – | – | 0.03% | 140 |
|
|
2024
Q3 | $212K | Buy |
+1,813
| New | +$212K | 0.03% | 147 |
|
|
2024
Q2 | – | Sell |
-1,813
| Closed | -$200K | – | 151 |
|
|
2024
Q1 | $200K | Buy |
+1,813
| New | +$200K | 0.03% | 143 |
|
|
2023
Q2 | – | Sell |
-2,114
| Closed | -$204K | – | 142 |
|
|
2023
Q1 | $204K | Buy |
+2,114
| New | +$204K | 0.04% | 135 |
|