MY Wealth 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 | $236K | Sell |
2,160
-85
| -4% | -$9.29K | 0.23% | 29 |
|
|
2025
Q1 | $235K | Hold |
2,245
| – | – | 0.23% | 23 |
|
|
2024
Q4 | $259K | Sell |
2,245
-9
| -0.4% | -$1.04K | 0.26% | 23 |
|
|
2024
Q3 | $264K | Buy |
+2,254
| New | +$264K | 0.27% | 23 |
|
|
2024
Q2 | – | Sell |
-2,254
| Closed | -$249K | – | 25 |
|
|
2024
Q1 | $249K | Sell |
2,254
-4,055
| -64% | -$448K | 0.27% | 23 |
|
|
2023
Q4 | $683K | Buy |
6,309
+13
| +0.2% | +$1.41K | 0.64% | 17 |
|
|
2023
Q3 | $594K | Sell |
6,296
-26
| -0.4% | -$2.45K | 0.59% | 22 |
|
|
2023
Q2 | $630K | Buy |
6,322
+685
| +12% | +$68.3K | 0.57% | 21 |
|
|
2023
Q1 | $545K | Buy |
5,637
+59
| +1% | +$5.71K | 0.55% | 22 |
|
|
2022
Q4 | $528K | Buy |
+5,578
| New | +$528K | 0.8% | 18 |
|