Walled Lake Planning & Wealth Management’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 | $203K | Buy |
+1,859
| New | +$203K | 0.07% | 135 |
|
|
2021
Q4 | – | Sell |
-13
| Closed | -$1K | – | 199 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 316 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 303 |
|
|
2021
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 299 |
|
|
2020
Q2 | – | Sell |
-5
| Closed | – | – | 353 |
|
|
2020
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 347 |
|