Tandem Wealth 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 | – | Sell |
-71,219
| Closed | -$7.44M | – | 53 |
|
|
2025
Q1 | $7.44M | Buy |
71,219
+565
| +0.8% | +$59K | 3.89% | 10 |
|
|
2024
Q4 | $8.14M | Sell |
70,654
-3,136
| -4% | -$361K | 4.15% | 10 |
|
|
2024
Q3 | $8.63M | Sell |
73,790
-248
| -0.3% | -$29K | 4.37% | 10 |
|
|
2024
Q2 | $7.9M | Buy |
74,038
+1,687
| +2% | +$180K | 4.23% | 10 |
|
|
2024
Q1 | $7.92M | Buy |
72,351
+1,366
| +2% | +$149K | 4.35% | 10 |
|
|
2023
Q4 | $7.68M | Sell |
70,985
-1,677
| -2% | -$182K | 4.43% | 9 |
|
|
2023
Q3 | $6.85M | Buy |
72,662
+2,207
| +3% | +$208K | 4.19% | 9 |
|
|
2023
Q2 | $7.02M | Buy |
70,455
+889
| +1% | +$88.6K | 4.25% | 9 |
|
|
2023
Q1 | $6.73M | Buy |
69,566
+37,763
| +119% | +$3.65M | 4.19% | 9 |
|
|
2022
Q4 | $3.01M | Buy |
+31,803
| New | +$3.01M | 1.91% | 14 |
|