U.S. Capital Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.66M | Sell |
|
|||||
|
2025
Q2 | $1.53M | Sell |
|
|||||
|
2025
Q1 | $3.62M | Sell |
|
|||||
|
2024
Q4 | $4.17M | Buy |
|
|||||
|
2024
Q3 | $3.98M | Buy |
|
|||||
|
2024
Q2 | $3.59M | Sell |
|
|||||
|
2024
Q1 | $3.74M | Buy |
|
|||||
|
2023
Q4 | $3.59M | Buy |
|
|||||
|
2023
Q3 | $1.83M | Buy |
|
|||||
|
2023
Q2 | $700K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $232K | Sell |
|
|||||
|
2022
Q3 | $436K | Sell |
|
|||||
|
2022
Q2 | $485K | Buy |
|
|||||
|
2022
Q1 | $556K | Sell |
|
|||||
|
2021
Q4 | $1.23M | Buy |
|
|||||
|
2021
Q3 | $771K | Buy |
|