Pillar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,101
| Closed | -$1.5M | – | 31 |
|
|
2024
Q2 | $1.5M | Sell |
14,101
-2,423
| -15% | -$258K | 1.81% | 17 |
|
|
2024
Q1 | $1.83M | Sell |
16,524
-2,588
| -14% | -$286K | 1.38% | 18 |
|
|
2023
Q4 | $2.07M | Buy |
19,112
+3,731
| +24% | +$404K | 1.59% | 15 |
|
|
2023
Q3 | $1.45M | Buy |
15,381
+2,149
| +16% | +$203K | 1.26% | 20 |
|
|
2023
Q2 | $1.32M | Buy |
13,232
+6,092
| +85% | +$607K | 1.1% | 23 |
|
|
2023
Q1 | $690K | Buy |
7,140
+1,779
| +33% | +$172K | 0.69% | 31 |
|
|
2022
Q4 | $507K | Buy |
+5,361
| New | +$507K | 0.49% | 40 |
|