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 |
|