IVP
Intrinsic Value Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
14,006
+3,380
| +32% | +$369K | 1.36% | 20 |
|
|
2025
Q1 | $1.11M | Buy |
10,626
+1,296
| +14% | +$136K | 1.1% | 21 |
|
|
2024
Q4 | $1.08M | Sell |
9,330
-180
| -2% | -$20.7K | 1.08% | 22 |
|
|
2024
Q3 | $1.11M | Buy |
9,510
+20
| +0.2% | +$2.34K | 1.11% | 18 |
|
|
2024
Q2 | $1.01M | Buy |
9,490
+2,420
| +34% | +$258K | 1.06% | 21 |
|
|
2024
Q1 | $781K | Buy |
+7,070
| New | +$781K | 0.83% | 27 |
|