Oliver Lagore Vanvalin Investment Group’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
2024
Q4
$3.67K Hold
32
﹤0.01% 537
2024
Q3
$3.69K Buy
32
+1
+3% +$115 ﹤0.01% 528
2024
Q2
$3.35K Hold
31
﹤0.01% 549
2024
Q1
$3.46K Sell
31
-74
-70% -$8.26K ﹤0.01% 556
2023
Q4
$11.4K Sell
105
-4
-4% -$434 ﹤0.01% 388
2023
Q3
$10.3K Sell
109
-10
-8% -$943 ﹤0.01% 432
2023
Q2
$11.9K Buy
119
+91
+325% +$9.07K ﹤0.01% 438
2023
Q1
$2.68K Sell
28
-1,001
-97% -$96K ﹤0.01% 560
2022
Q4
$97.4K Sell
1,029
-1,026
-50% -$97.1K 0.06% 119
2022
Q3
$179K Buy
2,055
+2,033
+9,241% +$177K 0.12% 91
2022
Q2
$2K Sell
22
-2,996
-99% -$272K ﹤0.01% 497
2022
Q1
$339K Buy
+3,018
New +$339K 0.23% 74