ViaWealth’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
$2.27M Buy
20,777
+25
+0.1% +$2.73K 1.34% 16
2025
Q1
$2.17M Buy
20,752
+23
+0.1% +$2.41K 1.34% 20
2024
Q4
$2.39M Sell
20,729
-3,251
-14% -$375K 1.44% 17
2024
Q3
$2.8M Sell
23,980
-384
-2% -$44.9K 1.63% 13
2024
Q2
$2.6M Buy
24,364
+367
+2% +$39.1K 1.61% 13
2024
Q1
$2.65M Buy
23,997
+1,983
+9% +$219K 1.66% 13
2023
Q4
$2.38M Sell
22,014
-1,195
-5% -$129K 1.64% 12
2023
Q3
$2.19M Sell
23,209
-821
-3% -$77.4K 1.61% 13
2023
Q2
$2.39M Buy
24,030
+108
+0.5% +$10.8K 1.79% 11
2023
Q1
$2.31M Buy
23,922
+1,275
+6% +$123K 1.83% 9
2022
Q4
$2.2M Buy
+22,647
New +$2.2M 1.81% 9