Sanctuary 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
2024
Q4
$68.3K Buy
593
+120
+25% +$13.8K 0.05% 76
2024
Q3
$55.3K Hold
473
0.04% 93
2024
Q2
$50.5K Buy
473
+46
+11% +$4.91K 0.04% 86
2024
Q1
$47.2K Hold
427
0.04% 93
2023
Q4
$46.2K Buy
+427
New +$46.2K 0.04% 89