International Private 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 | $1.51M | Sell |
13,812
-442
| -3% | -$48.3K | 1.3% | 18 |
|
|
2025
Q1 | $1.49M | Buy |
14,254
+593
| +4% | +$62K | 1.43% | 17 |
|
|
2024
Q4 | $1.57M | Buy |
13,661
+3,921
| +40% | +$452K | 1.57% | 12 |
|
|
2024
Q3 | $1.14M | Buy |
9,740
+191
| +2% | +$22.3K | 1.67% | 12 |
|
|
2024
Q2 | $1.02M | Buy |
9,549
+119
| +1% | +$12.7K | 1.72% | 10 |
|
|
2024
Q1 | $1.04M | Sell |
9,430
-22,960
| -71% | -$2.54M | 2.01% | 6 |
|
|
2023
Q4 | $3.51M | Buy |
+32,390
| New | +$3.51M | 3.47% | 7 |
|