Traveka Wealth’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 | $472K | Sell |
4,318
-150
| -3% | -$16.4K | 0.25% | 68 |
|
|
2025
Q1 | $467K | Sell |
4,468
-914
| -17% | -$95.6K | 0.26% | 68 |
|
|
2024
Q4 | $620K | Sell |
5,382
-7,001
| -57% | -$807K | 0.34% | 58 |
|
|
2024
Q3 | $1.45M | Sell |
12,383
-8,326
| -40% | -$974K | 0.74% | 31 |
|
|
2024
Q2 | $2.21M | Sell |
20,709
-8,758
| -30% | -$934K | 1.08% | 26 |
|
|
2024
Q1 | $3.26M | Buy |
29,467
+4,086
| +16% | +$452K | 1.51% | 19 |
|
|
2023
Q4 | $2.75M | Buy |
+25,381
| New | +$2.75M | 1.38% | 19 |
|