Revisor Wealth Management’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 | $259K | Sell |
2,269
-424
| -16% | -$48.4K | 0.09% | 236 |
|
|
2025
Q1 | $282K | Buy |
+2,693
| New | +$282K | 0.13% | 181 |
|
|
2024
Q1 | – | Sell |
-2,046
| Closed | -$222K | – | 193 |
|
|
2023
Q4 | $222K | Buy |
+2,046
| New | +$222K | 0.26% | 121 |
|
|
2023
Q2 | – | Sell |
-2,661
| Closed | -$257K | – | 161 |
|
|
2023
Q1 | $257K | Buy |
+2,661
| New | +$257K | 0.24% | 130 |
|