River Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

River Wealth Advisors’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$620K	Sell	5,673 -10,738	-65%	-$1.17M	0.08%	146
2025 Q1	$1.72M	Sell	16,411 -667	-4%	-$69.7K	0.24%	83
2024 Q4	$1.97M	Buy	17,078 +194	+1%	+$22.4K	0.26%	77
2024 Q3	$1.97M	Buy	16,884 +286	+2%	+$33.5K	0.26%	85
2024 Q2	$1.77M	Sell	16,598 -962	-5%	-$103K	0.25%	88
2024 Q1	$1.94M	Sell	17,560 -949	-5%	-$105K	0.28%	85
2023 Q4	$2M	Sell	18,509 -114	-0.6%	-$12.3K	0.32%	77
2023 Q3	$1.76M	Sell	18,623 -1,280	-6%	-$121K	0.31%	82
2023 Q2	$1.98M	Sell	19,903 -43	-0.2%	-$4.29K	0.34%	79
2023 Q1	$1.93M	Buy	19,946 +175	+0.9%	+$16.9K	0.35%	80
2022 Q4	$1.87M	Sell	19,771 -117	-0.6%	-$11.1K	0.36%	75
2022 Q3	$1.73M	Sell	19,888 -366	-2%	-$31.9K	0.37%	73
2022 Q2	$1.87M	Buy	20,254 +91	+0.5%	+$8.41K	0.34%	78
2022 Q1	$2.18M	Buy	20,163 +230	+1%	+$24.8K	0.35%	78
2021 Q4	$2.28M	Buy	19,933 +519	+3%	+$59.4K	0.35%	76
2021 Q3	$2.12M	Buy	19,414 +573	+3%	+$62.6K	0.36%	73
2021 Q2	$2.13M	Buy	18,841 +1,622	+9%	+$183K	0.37%	70
2021 Q1	$1.87M	Buy	17,219 +2,456	+17%	+$267K	0.35%	75
2020 Q4	$1.36M	Buy	14,763 +1,681	+13%	+$155K	0.29%	85
2020 Q3	$919K	Sell	13,082 -686	-5%	-$48.2K	0.24%	96
2020 Q2	$940K	Buy	13,768 +1,408	+11%	+$96.1K	0.29%	90
2020 Q1	$694K	Sell	12,360 -7,369	-37%	-$414K	0.28%	92
2019 Q4	$1.65M	Buy	19,729 +3,479	+21%	+$292K	0.56%	64
2019 Q3	$1.27M	Buy	16,250 +3,386	+26%	+$264K	0.48%	69
2019 Q2	$1.01M	Buy	12,864 +4,316	+50%	+$338K	0.39%	76
2019 Q1	$659K	Buy	8,548 +896	+12%	+$69.1K	0.28%	94
2018 Q4	$530K	Buy	7,652 +2,297	+43%	+$159K	0.24%	96
2018 Q3	$467K	Buy	5,355 +563	+12%	+$49.1K	0.17%	123
2018 Q2	$400K	Buy	4,792 +1,190	+33%	+$99.3K	0.16%	124
2018 Q1	$277K	Buy	3,602 +106	+3%	+$8.15K	0.12%	143
2017 Q4	$269K	Buy	+3,496	New	+$269K	0.11%	143