Triad Wealth Partners’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 | $432K | Sell |
3,955
-447
| -10% | -$48.9K | 0.09% | 172 |
|
|
2025
Q1 | $460K | Sell |
4,402
-4,084
| -48% | -$427K | 0.14% | 111 |
|
|
2024
Q4 | $978K | Sell |
8,486
-13,240
| -61% | -$1.53M | 0.35% | 52 |
|
|
2024
Q3 | $2.54M | Sell |
21,726
-8,735
| -29% | -$1.02M | 1.35% | 25 |
|
|
2024
Q2 | $3.25M | Buy |
30,461
+5,366
| +21% | +$572K | 1.7% | 16 |
|
|
2024
Q1 | $2.77M | Buy |
+25,095
| New | +$2.77M | 2.13% | 16 |
|