Lantern 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 | $224K | Buy |
+2,045
| New | +$224K | 0.13% | 132 |
|
|
2024
Q4 | $244K | Buy |
2,114
+15
| +0.7% | +$1.73K | 0.16% | 117 |
|
|
2024
Q3 | $246K | Sell |
2,099
-69
| -3% | -$8.07K | 0.17% | 113 |
|
|
2024
Q2 | $231K | Sell |
2,168
-307
| -12% | -$32.8K | 0.17% | 115 |
|
|
2024
Q1 | $273K | Buy |
2,475
+12
| +0.5% | +$1.33K | 0.19% | 106 |
|
|
2023
Q4 | $267K | Buy |
+2,463
| New | +$267K | 0.21% | 96 |
|