Pacific Capital 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
Q1 | – | Sell |
-1,135
| Closed | -$131K | – | 216 |
|
|
2024
Q4 | $131K | Hold |
1,135
| – | – | 0.02% | 102 |
|
|
2024
Q3 | $133K | Sell |
1,135
-36
| -3% | -$4.21K | 0.02% | 100 |
|
|
2024
Q2 | $125K | Buy |
1,171
+839
| +253% | +$89.5K | 0.02% | 98 |
|
|
2024
Q1 | $36.7K | Buy |
332
+246
| +286% | +$27.2K | 0.01% | 155 |
|
|
2023
Q4 | $9.31K | Buy |
+86
| New | +$9.31K | ﹤0.01% | 224 |
|
|
2020
Q4 | – | Sell |
-187
| Closed | -$13K | – | 117 |
|
|
2020
Q3 | $13K | Buy |
+187
| New | +$13K | 0.01% | 163 |
|