United Asset Strategies’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
Q1 | – | Sell |
-2,994
| Closed | -$345K | – | 239 |
|
|
2024
Q4 | $345K | Buy |
2,994
+690
| +30% | +$79.5K | 0.03% | 197 |
|
|
2024
Q3 | $269K | Buy |
2,304
+308
| +15% | +$36K | 0.03% | 210 |
|
|
2024
Q2 | $213K | Buy |
+1,996
| New | +$213K | 0.02% | 218 |
|
|
2024
Q1 | – | Sell |
-2,093
| Closed | -$227K | – | 241 |
|
|
2023
Q4 | $227K | Buy |
+2,093
| New | +$227K | 0.03% | 218 |
|
|
2018
Q4 | – | Sell |
-2,521
| Closed | -$220K | – | 197 |
|
|
2018
Q3 | $220K | Buy |
+2,521
| New | +$220K | 0.05% | 188 |
|