Private Wealth Management Group’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 | $368K | Hold |
3,363
| – | – | 0.12% | 62 |
|
|
2025
Q1 | $352K | Buy |
3,363
+10
| +0.3% | +$1.05K | 0.13% | 61 |
|
|
2024
Q4 | $386K | Hold |
3,353
| – | – | 0.15% | 57 |
|
|
2024
Q3 | $392K | Sell |
3,353
-739
| -18% | -$86.4K | 0.15% | 54 |
|
|
2024
Q2 | $436K | Buy |
4,092
+739
| +22% | +$78.8K | 0.19% | 49 |
|
|
2024
Q1 | $371K | Buy |
3,353
+10
| +0.3% | +$1.11K | 0.17% | 50 |
|
|
2023
Q4 | $362K | Buy |
+3,343
| New | +$362K | 0.18% | 51 |
|