SPC
Spirepoint Private Client’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
11,280
+312
| +3% | +$34.1K | 0.14% | 99 |
|
|
2025
Q1 | $1.15M | Sell |
10,968
-201
| -2% | -$21K | 0.15% | 87 |
|
|
2024
Q4 | $1.29M | Buy |
11,169
+887
| +9% | +$102K | 0.16% | 81 |
|
|
2024
Q3 | $1.2M | Sell |
10,282
-186
| -2% | -$21.8K | 0.16% | 86 |
|
|
2024
Q2 | $1.12M | Sell |
10,468
-70
| -0.7% | -$7.47K | 0.16% | 88 |
|
|
2024
Q1 | $1.16M | Buy |
+10,538
| New | +$1.16M | 0.18% | 82 |
|