Silvia McColl 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 | $1.55M | Hold |
14,214
| – | – | 1.13% | 25 |
|
|
2025
Q1 | $1.49M | Sell |
14,214
-165
| -1% | -$17.3K | 1.13% | 21 |
|
|
2024
Q4 | $1.66M | Hold |
14,379
| – | – | 1.24% | 19 |
|
|
2024
Q3 | $1.68M | Hold |
14,379
| – | – | 1.26% | 19 |
|
|
2024
Q2 | $1.53M | Hold |
14,379
| – | – | 1.27% | 17 |
|
|
2024
Q1 | $1.52M | Sell |
14,379
-135
| -0.9% | -$14.3K | 1.3% | 17 |
|
|
2023
Q4 | $1.57M | Buy |
14,514
+51
| +0.4% | +$5.52K | 1.41% | 16 |
|
|
2023
Q3 | $1.36M | Hold |
14,463
| – | – | 1.36% | 17 |
|
|
2023
Q2 | $1.44M | Hold |
14,463
| – | – | 1.34% | 15 |
|
|
2023
Q1 | $1.4M | Hold |
14,463
| – | – | 1.39% | 15 |
|
|
2022
Q4 | $1.37M | Buy |
+14,463
| New | +$1.37M | 1.34% | 15 |
|