Wallace 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 | $287K | Hold |
2,740
| – | – | 0.21% | 139 |
|
|
2025
Q1 | $316K | Hold |
2,740
| – | – | 0.22% | 133 |
|
|
2024
Q4 | $320K | Hold |
2,740
| – | – | 0.22% | 131 |
|
|
2024
Q3 | $292K | Hold |
2,740
| – | – | 0.21% | 129 |
|
|
2024
Q2 | $292K | Hold |
2,740
| – | – | 0.21% | 129 |
|
|
2024
Q1 | $297K | Hold |
2,740
| – | – | 0.22% | 122 |
|
|
2023
Q4 | $258K | Hold |
2,740
| – | – | 0.2% | 121 |
|
|
2023
Q3 | $273K | Buy |
+2,740
| New | +$273K | 0.2% | 125 |
|