Omni 360 Wealth’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 | $1.29M | Sell |
11,813
-144
| -1% | -$15.7K | 0.64% | 30 |
|
|
2025
Q1 | $1.25M | Sell |
11,957
-239
| -2% | -$25K | 0.73% | 29 |
|
|
2024
Q4 | $1.41M | Sell |
12,196
-242
| -2% | -$27.9K | 0.88% | 30 |
|
|
2024
Q3 | $1.45M | Sell |
12,438
-98
| -0.8% | -$11.5K | 0.95% | 29 |
|
|
2024
Q2 | $1.34M | Sell |
12,536
-170
| -1% | -$18.1K | 0.99% | 28 |
|
|
2024
Q1 | $1.4M | Sell |
12,706
-404
| -3% | -$44.6K | 1.14% | 20 |
|
|
2023
Q4 | $1.42M | Buy |
+13,110
| New | +$1.42M | 1.32% | 20 |
|