Melfa 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 | $469K | Buy |
4,293
+29
| +0.7% | +$3.17K | 0.3% | 80 |
|
|
2025
Q1 | $446K | Sell |
4,264
-131
| -3% | -$13.7K | 0.3% | 84 |
|
|
2024
Q4 | $506K | Buy |
4,395
+82
| +2% | +$9.45K | 0.34% | 77 |
|
|
2024
Q3 | $504K | Buy |
4,313
+10
| +0.2% | +$1.17K | 0.33% | 78 |
|
|
2024
Q2 | $459K | Buy |
4,303
+299
| +7% | +$31.9K | 0.32% | 81 |
|
|
2024
Q1 | $443K | Buy |
+4,004
| New | +$443K | 0.32% | 81 |
|