Quotient Wealth Partners’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 | $59.9M | Buy |
548,113
+16,512
| +3% | +$1.8M | 1.76% | 17 |
|
|
2025
Q1 | $55.6M | Buy |
531,601
+36,447
| +7% | +$3.81M | 1.78% | 17 |
|
|
2024
Q4 | $57.1M | Buy |
495,154
+1,766
| +0.4% | +$203K | 1.87% | 15 |
|
|
2024
Q3 | $57.7M | Buy |
493,388
+7,088
| +1% | +$829K | 1.9% | 14 |
|
|
2024
Q2 | $51.9M | Buy |
486,300
+16,712
| +4% | +$1.78M | 1.82% | 15 |
|
|
2024
Q1 | $51.9M | Buy |
469,588
+24,118
| +5% | +$2.67M | 1.85% | 13 |
|
|
2023
Q4 | $48.2M | Buy |
+445,470
| New | +$48.2M | 1.87% | 15 |
|