LMG Wealth Partners’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 | $302K | Buy |
2,761
+28
| +1% | +$3.06K | 0.06% | 118 |
|
|
2025
Q1 | $286K | Buy |
2,733
+98
| +4% | +$10.2K | 0.06% | 116 |
|
|
2024
Q4 | $304K | Buy |
2,635
+27
| +1% | +$3.11K | 0.07% | 111 |
|
|
2024
Q3 | $305K | Buy |
2,608
+133
| +5% | +$15.6K | 0.07% | 104 |
|
|
2024
Q2 | $264K | Buy |
2,475
+241
| +11% | +$25.7K | 0.07% | 106 |
|
|
2024
Q1 | $247K | Sell |
2,234
-36
| -2% | -$3.98K | 0.06% | 110 |
|
|
2023
Q4 | $246K | Buy |
2,270
+47
| +2% | +$5.09K | 0.07% | 95 |
|
|
2023
Q3 | $210K | Buy |
+2,223
| New | +$210K | 0.06% | 99 |
|