Wealth Advisors of Tampa Bay’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 | – | Sell |
-772
| Closed | -$80.7K | – | 118 |
|
|
2025
Q1 | $80.7K | Buy |
+772
| New | +$80.7K | 0.03% | 111 |
|
|
2023
Q4 | – | Sell |
-2,244
| Closed | -$212K | – | 89 |
|
|
2023
Q3 | $212K | Buy |
+2,244
| New | +$212K | 0.06% | 93 |
|
|
2022
Q3 | – | Sell |
-2,298
| Closed | -$212K | – | 83 |
|
|
2022
Q2 | $212K | Buy |
2,298
+174
| +8% | +$16.1K | 0.07% | 91 |
|
|
2022
Q1 | $230K | Hold |
2,124
| – | – | 0.06% | 93 |
|
|
2021
Q4 | $243K | Buy |
+2,124
| New | +$243K | 0.06% | 98 |
|
|
2019
Q2 | – | Sell |
-2,811
| Closed | -$217K | – | 73 |
|
|
2019
Q1 | $217K | Sell |
2,811
-780
| -22% | -$60.2K | 0.16% | 68 |
|
|
2018
Q4 | $248K | Sell |
3,591
-577
| -14% | -$39.8K | 0.2% | 65 |
|
|
2018
Q3 | $364K | Hold |
4,168
| – | – | 0.26% | 57 |
|
|
2018
Q2 | $352K | Buy |
4,168
+997
| +31% | +$84.2K | 0.27% | 58 |
|
|
2018
Q1 | $244K | Buy |
+3,171
| New | +$244K | 0.18% | 66 |
|