Muirfield 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 | $5.97M | Buy |
54,589
+4,183
| +8% | +$457K | 4.75% | 6 |
|
|
2025
Q1 | $5.27M | Sell |
50,406
-394
| -0.8% | -$41.2K | 4.48% | 6 |
|
|
2024
Q4 | $5.85M | Buy |
50,800
+626
| +1% | +$72.1K | 4.83% | 6 |
|
|
2024
Q3 | $5.87M | Buy |
50,174
+783
| +2% | +$91.6K | 4.99% | 6 |
|
|
2024
Q2 | $5.27M | Buy |
49,391
+1,007
| +2% | +$107K | 4.94% | 5 |
|
|
2024
Q1 | $5.35M | Buy |
48,384
+329
| +0.7% | +$36.4K | 5.15% | 5 |
|
|
2023
Q4 | $5.2M | Buy |
+48,055
| New | +$5.2M | 5.51% | 5 |
|