Midland Wealth 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 | $1.54M | Sell |
14,070
-865
| -6% | -$94.5K | 0.09% | 56 |
|
|
2025
Q1 | $1.56M | Buy |
14,935
+251
| +2% | +$26.2K | 0.09% | 57 |
|
|
2024
Q4 | $1.69M | Sell |
14,684
-840
| -5% | -$96.8K | 0.1% | 54 |
|
|
2024
Q3 | $1.82M | Sell |
15,524
-1,553
| -9% | -$182K | 0.11% | 55 |
|
|
2024
Q2 | $1.82M | Sell |
17,077
-1,046
| -6% | -$112K | 0.11% | 49 |
|
|
2024
Q1 | $2M | Sell |
18,123
-1,813
| -9% | -$200K | 0.12% | 46 |
|
|
2023
Q4 | $2.16M | Buy |
+19,936
| New | +$2.16M | 0.15% | 38 |
|