VisionPoint Advisory 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 | $466K | Buy |
4,268
+1,378
| +48% | +$151K | 0.1% | 194 |
|
|
2025
Q1 | $302K | Buy |
+2,890
| New | +$302K | 0.1% | 168 |
|
|
2021
Q1 | – | Sell |
-3,375
| Closed | -$310K | – | 132 |
|
|
2020
Q4 | $310K | Sell |
3,375
-639
| -16% | -$58.7K | 0.16% | 112 |
|
|
2020
Q3 | $282K | Buy |
4,014
+54
| +1% | +$3.79K | 0.12% | 92 |
|
|
2020
Q2 | $277K | Buy |
+3,960
| New | +$277K | 0.11% | 89 |
|
|
2019
Q2 | – | Sell |
-3,925
| Closed | -$303K | – | 135 |
|
|
2019
Q1 | $303K | Buy |
+3,925
| New | +$303K | 0.09% | 97 |
|