Seaside 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 | $564K | Buy |
+5,157
| New | +$564K | 0.18% | 35 |
|
|
2023
Q2 | – | Sell |
-3,602
| Closed | -$348K | – | 52 |
|
|
2023
Q1 | $348K | Hold |
3,602
| – | – | 0.21% | 32 |
|
|
2022
Q4 | $341K | Sell |
3,602
-9
| -0.2% | -$852 | 0.23% | 32 |
|
|
2022
Q3 | $351K | Sell |
3,611
-103
| -3% | -$10K | 0.24% | 32 |
|
|
2022
Q2 | $378K | Buy |
+3,714
| New | +$378K | 0.29% | 27 |
|