Wade Financial Advisory’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
Q1 | $239K | Buy |
2,283
+19
| +0.8% | +$1.99K | 0.08% | 72 |
|
|
2024
Q4 | $261K | Hold |
2,264
| – | – | 0.09% | 66 |
|
|
2024
Q3 | $265K | Hold |
2,264
| – | – | 0.09% | 68 |
|
|
2024
Q2 | $241K | Hold |
2,264
| – | – | 0.09% | 73 |
|
|
2024
Q1 | $250K | Sell |
2,264
-65
| -3% | -$7.18K | 0.09% | 71 |
|
|
2023
Q4 | $252K | Buy |
+2,329
| New | +$252K | 0.1% | 69 |
|
|
2023
Q3 | – | Sell |
-2,329
| Closed | -$232K | – | 72 |
|
|
2023
Q2 | $232K | Hold |
2,329
| – | – | 0.09% | 71 |
|
|
2023
Q1 | $225K | Hold |
2,329
| – | – | 0.09% | 74 |
|
|
2022
Q4 | $220K | Buy |
+2,329
| New | +$220K | 0.1% | 75 |
|
|
2022
Q2 | – | Sell |
-2,249
| Closed | -$243K | – | 78 |
|
|
2022
Q1 | $243K | Buy |
+2,249
| New | +$243K | 0.1% | 75 |
|