Valued Wealth Advisors’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 | $210K | Buy |
1,919
+12
| +0.6% | +$1.31K | 0.11% | 36 |
|
|
2025
Q1 | $199K | Hold |
1,907
| – | – | 0.12% | 36 |
|
|
2024
Q4 | $220K | Buy |
1,907
+31
| +2% | +$3.57K | 0.14% | 35 |
|
|
2024
Q3 | $219K | Hold |
1,876
| – | – | 0.14% | 34 |
|
|
2024
Q2 | $200K | Hold |
1,876
| – | – | 0.14% | 34 |
|
|
2024
Q1 | $207K | Buy |
1,876
+26
| +1% | +$2.87K | 0.15% | 32 |
|
|
2023
Q4 | $175K | Buy |
+1,850
| New | +$175K | 0.16% | 28 |
|