LM 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 | $214K | Hold |
1,957
| – | – | 0.03% | 179 |
|
|
2025
Q1 | $205K | Hold |
1,957
| – | – | 0.04% | 211 |
|
|
2024
Q4 | $225K | Buy |
1,957
+30
| +2% | +$3.45K | 0.04% | 181 |
|
|
2024
Q3 | $225K | Hold |
1,927
| – | – | 0.05% | 163 |
|
|
2024
Q2 | $206K | Hold |
1,927
| – | – | ﹤0.01% | 182 |
|
|
2024
Q1 | $213K | Sell |
1,927
-720
| -27% | -$79.6K | 0.03% | 204 |
|
|
2023
Q4 | $287K | Buy |
+2,647
| New | +$287K | 0.06% | 157 |
|