Primoris 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 | $492K | Buy |
4,501
+1
| +0% | +$109 | 0.34% | 62 |
|
|
2025
Q1 | $471K | Sell |
4,500
-124
| -3% | -$13K | 0.36% | 62 |
|
|
2024
Q4 | $533K | Buy |
4,624
+5
| +0.1% | +$576 | 0.41% | 56 |
|
|
2024
Q3 | $540K | Sell |
4,619
-20
| -0.4% | -$2.34K | 0.39% | 64 |
|
|
2024
Q2 | $495K | Hold |
4,639
| – | – | 0.4% | 65 |
|
|
2024
Q1 | $513K | Buy |
4,639
+1
| +0% | +$111 | 0.41% | 59 |
|
|
2023
Q4 | $502K | Buy |
+4,638
| New | +$502K | 0.47% | 53 |
|
|
2022
Q2 | – | Sell |
-2,447
| Closed | -$265K | – | 83 |
|
|
2022
Q1 | $265K | Sell |
2,447
-183
| -7% | -$19.8K | 0.25% | 61 |
|
|
2021
Q4 | $299K | Buy |
+2,630
| New | +$299K | 0.24% | 66 |
|