MA
Modus Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
5,394
+86
| +2% | +$9.4K | 0.18% | 80 |
|
|
2025
Q1 | $555K | Buy |
5,308
+16
| +0.3% | +$1.67K | 0.18% | 81 |
|
|
2024
Q4 | $610K | Buy |
5,292
+674
| +15% | +$77.7K | 0.19% | 80 |
|
|
2024
Q3 | $540K | Sell |
4,618
-3,922
| -46% | -$459K | 0.18% | 83 |
|
|
2024
Q2 | $911K | Sell |
8,540
-203
| -2% | -$21.7K | 0.32% | 65 |
|
|
2024
Q1 | $966K | Buy |
8,743
+5,688
| +186% | +$629K | 0.36% | 61 |
|
|
2023
Q4 | $331K | Buy |
+3,055
| New | +$331K | 0.13% | 88 |
|