Wealth Effects’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 | $681K | Sell |
6,232
-664
| -10% | -$72.6K | 0.25% | 77 |
|
|
2025
Q1 | $721K | Sell |
6,896
-71
| -1% | -$7.42K | 0.3% | 66 |
|
|
2024
Q4 | $803K | Buy |
6,967
+319
| +5% | +$36.8K | 0.29% | 69 |
|
|
2024
Q3 | $778K | Buy |
6,648
+300
| +5% | +$35.1K | 0.27% | 76 |
|
|
2024
Q2 | $677K | Sell |
6,348
-621
| -9% | -$66.2K | 0.25% | 81 |
|
|
2024
Q1 | $770K | Sell |
6,969
-1,306
| -16% | -$144K | 0.28% | 74 |
|
|
2023
Q4 | $896K | Buy |
8,275
+1,529
| +23% | +$166K | 0.34% | 68 |
|
|
2023
Q3 | $636K | Hold |
6,746
| – | – | 0.31% | 76 |
|
|
2023
Q2 | $672K | Sell |
6,746
-12
| -0.2% | -$1.2K | 0.3% | 73 |
|
|
2023
Q1 | $653K | Sell |
6,758
-798
| -11% | -$77.2K | 0.33% | 72 |
|
|
2022
Q4 | $715K | Buy |
+7,556
| New | +$715K | 0.41% | 58 |
|