Opal 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 | $302K | Sell |
2,762
-8,318
| -75% | -$909K | 0.08% | 137 |
|
|
2025
Q1 | $1.16M | Sell |
11,080
-721
| -6% | -$75.4K | 0.36% | 32 |
|
|
2024
Q4 | $1.36M | Hold |
11,801
| – | – | 0.41% | 36 |
|
|
2024
Q3 | $1.38M | Hold |
11,801
| – | – | 0.43% | 34 |
|
|
2024
Q2 | $1.26M | Sell |
11,801
-242
| -2% | -$25.8K | 0.4% | 33 |
|
|
2024
Q1 | $1.33M | Sell |
12,043
-250
| -2% | -$27.6K | 0.45% | 34 |
|
|
2023
Q4 | $1.33M | Buy |
+12,293
| New | +$1.33M | 0.52% | 34 |
|