Madison Park Capital 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 | $4.14M | Sell |
37,840
-3,655
| -9% | -$399K | 3.48% | 12 |
|
|
2025
Q1 | $4.34M | Buy |
41,495
+1,504
| +4% | +$157K | 3.81% | 12 |
|
|
2024
Q4 | $4.61M | Sell |
39,991
-12,239
| -23% | -$1.41M | 3.68% | 12 |
|
|
2024
Q3 | $6.11M | Sell |
52,230
-87
| -0.2% | -$10.2K | 4.58% | 6 |
|
|
2024
Q2 | $5.58M | Buy |
52,317
+7,034
| +16% | +$750K | 4.66% | 6 |
|
|
2024
Q1 | $5M | Buy |
45,283
+963
| +2% | +$106K | 4.36% | 9 |
|
|
2023
Q4 | $4.8M | Buy |
+44,320
| New | +$4.8M | 4.63% | 9 |
|