MidAtlantic Capital 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 | $4.82M | Sell |
44,065
-3,042
| -6% | -$332K | 3.42% | 8 |
|
|
2025
Q1 | $4.93M | Buy |
47,107
+3,577
| +8% | +$374K | 3.87% | 5 |
|
|
2024
Q4 | $5.02M | Buy |
43,530
+2,154
| +5% | +$248K | 3.67% | 6 |
|
|
2024
Q3 | $4.84M | Buy |
41,376
+4,061
| +11% | +$475K | 3.53% | 6 |
|
|
2024
Q2 | $3.98M | Sell |
37,315
-56
| -0.1% | -$5.97K | 3.34% | 8 |
|
|
2024
Q1 | $4.13M | Buy |
37,371
+985
| +3% | +$109K | 3.63% | 6 |
|
|
2023
Q4 | $3.94M | Buy |
+36,386
| New | +$3.94M | 3.83% | 5 |
|