Maia Wealth’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 | $526K | Sell |
4,813
-323
| -6% | -$35.3K | 0.1% | 187 |
|
|
2025
Q1 | $495K | Sell |
5,136
-250
| -5% | -$24.1K | 0.11% | 172 |
|
|
2024
Q4 | $640K | Buy |
5,386
+226
| +4% | +$26.8K | 0.14% | 144 |
|
|
2024
Q3 | $593K | Sell |
5,160
-4,301
| -45% | -$495K | 0.15% | 130 |
|
|
2024
Q2 | $1.07M | Buy |
+9,461
| New | +$1.07M | 0.32% | 71 |
|
|
2023
Q4 | $550K | Buy |
+5,079
| New | +$550K | 0.22% | 89 |
|