Urban Financial Advisory Corp’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 | $4.08M | Buy |
37,362
+952
| +3% | +$104K | 2.05% | 8 |
|
|
2025
Q1 | $3.81M | Buy |
36,410
+361
| +1% | +$37.8K | 2.1% | 8 |
|
|
2024
Q4 | $4.15M | Buy |
36,049
+730
| +2% | +$84.1K | 2.28% | 7 |
|
|
2024
Q3 | $4.13M | Sell |
35,319
-344
| -1% | -$40.2K | 2.28% | 7 |
|
|
2024
Q2 | $3.8M | Sell |
35,663
-12
| -0% | -$1.28K | 2.32% | 7 |
|
|
2024
Q1 | $3.94M | Buy |
35,675
+1,003
| +3% | +$111K | 2.42% | 6 |
|
|
2023
Q4 | $3.75M | Buy |
+34,672
| New | +$3.75M | 2.86% | 5 |
|