VCI Wealth Management’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
2024
Q3
Sell
-66,927
Closed -$7.14M 111
2024
Q2
$7.14M Buy
66,927
+20,097
+43% +$2.14M 3.53% 6
2024
Q1
$5.18M Sell
46,830
-9,269
-17% -$1.02M 3.5% 6
2023
Q4
$6.07M Buy
+56,099
New +$6.07M 3.7% 6