Partnership Wealth Management’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 | $7.88M | Sell |
72,076
-8,833
| -11% | -$965K | 6.38% | 4 |
|
|
2025
Q1 | $8.46M | Buy |
80,909
+571
| +0.7% | +$59.7K | 7.18% | 3 |
|
|
2024
Q4 | $9.26M | Buy |
80,338
+11,543
| +17% | +$1.33M | 7.7% | 3 |
|
|
2024
Q3 | $8.05M | Buy |
68,795
+39,399
| +134% | +$4.61M | 5.68% | 4 |
|
|
2024
Q2 | $3.14M | Sell |
29,396
-4,306
| -13% | -$459K | 2.31% | 7 |
|
|
2024
Q1 | $3.72M | Buy |
33,702
+916
| +3% | +$101K | 2.61% | 7 |
|
|
2023
Q4 | $3.41M | Buy |
+32,786
| New | +$3.41M | 2.57% | 9 |
|