New World 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 | $6.62M | Buy |
60,560
+227
| +0.4% | +$24.8K | 1.41% | 3 |
|
|
2025
Q1 | $6.31M | Buy |
60,333
+58,013
| +2,501% | +$6.07M | 1.43% | 3 |
|
|
2024
Q4 | $267K | Buy |
2,320
+318
| +16% | +$36.6K | 0.06% | 59 |
|
|
2024
Q3 | $234K | Buy |
2,002
+50
| +3% | +$5.85K | 0.06% | 66 |
|
|
2024
Q2 | $208K | Buy |
1,952
+62
| +3% | +$6.61K | 0.06% | 71 |
|
|
2024
Q1 | $209K | Buy |
+1,890
| New | +$209K | 0.06% | 66 |
|
|
2019
Q2 | – | Sell |
-23
| Closed | -$2K | – | 65 |
|
|
2019
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 114 |
|