Milestone Investment 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 | $1.28M | Sell |
11,671
-3,817
| -25% | -$417K | 0.33% | 48 |
|
|
2025
Q1 | $1.62M | Sell |
15,488
-3,242
| -17% | -$339K | 0.45% | 44 |
|
|
2024
Q4 | $2.16M | Sell |
18,730
-105
| -0.6% | -$12.1K | 0.59% | 40 |
|
|
2024
Q3 | $2.2M | Sell |
18,835
-275
| -1% | -$32.2K | 0.62% | 37 |
|
|
2024
Q2 | $2.04M | Sell |
19,110
-662
| -3% | -$70.6K | 0.54% | 38 |
|
|
2024
Q1 | $2.19M | Sell |
19,772
-1,766
| -8% | -$195K | 0.59% | 37 |
|
|
2023
Q4 | $2.33M | Sell |
21,538
-488
| -2% | -$52.8K | 0.68% | 32 |
|
|
2023
Q3 | $2.08M | Sell |
22,026
-1,466
| -6% | -$138K | 0.59% | 37 |
|
|
2023
Q2 | $2.34M | Sell |
23,492
-2,906
| -11% | -$290K | 0.72% | 32 |
|
|
2023
Q1 | $2.55M | Buy |
26,398
+458
| +2% | +$44.3K | 0.79% | 30 |
|
|
2022
Q4 | $2.45M | Buy |
+25,940
| New | +$2.45M | 0.86% | 28 |
|