Tanglewood Legacy 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 |
-313
| Closed | -$32.7K | – | 291 |
|
|
2025
Q1 | $32.7K | Sell |
313
-155
| -33% | -$16.2K | 0.01% | 196 |
|
|
2024
Q4 | $53.9K | Sell |
468
-320
| -41% | -$36.9K | 0.02% | 169 |
|
|
2024
Q3 | $92.2K | Hold |
788
| – | – | 0.04% | 128 |
|
|
2024
Q2 | $84K | Hold |
788
| – | – | 0.04% | 130 |
|
|
2024
Q1 | $87.1K | Buy |
+788
| New | +$87.1K | 0.04% | 132 |
|