Rollins Financial 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 | $318K | Buy |
2,914
+591
| +25% | +$64.6K | 0.05% | 106 |
|
|
2025
Q1 | $243K | Sell |
2,323
-387
| -14% | -$40.5K | 0.04% | 112 |
|
|
2024
Q4 | $312K | Buy |
2,710
+50
| +2% | +$5.76K | 0.05% | 102 |
|
|
2024
Q3 | $311K | Buy |
2,660
+532
| +25% | +$62.2K | 0.05% | 100 |
|
|
2024
Q2 | $227K | Sell |
2,128
-1,726
| -45% | -$184K | 0.04% | 114 |
|
|
2024
Q1 | $426K | Sell |
3,854
-385
| -9% | -$42.5K | 0.08% | 81 |
|
|
2023
Q4 | $459K | Buy |
+4,239
| New | +$459K | 0.1% | 69 |
|