LongView Wealth Management’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 | $229K | Sell |
2,096
-577
| -22% | -$63.1K | 0.07% | 200 |
|
|
2025
Q1 | $280K | Sell |
2,673
-374
| -12% | -$39.1K | 0.08% | 172 |
|
|
2024
Q4 | $351K | Sell |
3,047
-411
| -12% | -$47.3K | 0.11% | 143 |
|
|
2024
Q3 | $404K | Sell |
3,458
-351
| -9% | -$41.1K | 0.13% | 128 |
|
|
2024
Q2 | $406K | Sell |
3,809
-253
| -6% | -$27K | 0.15% | 119 |
|
|
2024
Q1 | $449K | Buy |
4,062
+71
| +2% | +$7.85K | 0.18% | 110 |
|
|
2023
Q4 | $419K | Buy |
+3,991
| New | +$419K | 0.19% | 106 |
|