Vermillion & White Wealth Management Group’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 | $14.9K | Hold |
136
| – | – | 0.01% | 260 |
|
|
2025
Q1 | $14.2K | Sell |
136
-3
| -2% | -$313 | 0.01% | 245 |
|
|
2024
Q4 | $16K | Buy |
139
+1
| +0.7% | +$115 | 0.01% | 207 |
|
|
2024
Q3 | $16.2K | Hold |
138
| – | – | 0.01% | 194 |
|
|
2024
Q2 | $14.7K | Hold |
138
| – | – | 0.01% | 205 |
|
|
2024
Q1 | $15.2K | Hold |
138
| – | – | 0.01% | 190 |
|
|
2023
Q4 | $14.9K | Buy |
+138
| New | +$14.9K | 0.01% | 155 |
|