Phillips Wealth Planners’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 | $245K | Buy |
+2,190
| New | +$245K | 0.22% | 158 |
|
|
2025
Q1 | – | Sell |
-2,023
| Closed | -$229K | – | 185 |
|
|
2024
Q4 | $229K | Sell |
2,023
-4
| -0.2% | -$452 | 0.23% | 156 |
|
|
2024
Q3 | $241K | Buy |
2,027
+16
| +0.8% | +$1.9K | 0.23% | 160 |
|
|
2024
Q2 | $215K | Buy |
2,011
+57
| +3% | +$6.08K | 0.23% | 167 |
|
|
2024
Q1 | $201K | Buy |
+1,954
| New | +$201K | 0.23% | 169 |
|