MGB 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 | $178K | Buy |
1,630
+250
| +18% | +$27.3K | 0.06% | 220 |
|
|
2025
Q1 | $144K | Hold |
1,380
| – | – | 0.05% | 218 |
|
|
2024
Q4 | $159K | Hold |
1,380
| – | – | 0.05% | 207 |
|
|
2024
Q3 | $161K | Hold |
1,380
| – | – | 0.06% | 196 |
|
|
2024
Q2 | $154K | Sell |
1,380
-141
| -9% | -$15.7K | 0.06% | 201 |
|
|
2024
Q1 | $168K | Hold |
1,521
| – | – | 0.07% | 189 |
|
|
2023
Q4 | $165K | Buy |
+1,521
| New | +$165K | 0.08% | 184 |
|