WealthCare Investment Partners’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 | $3.3M | Buy |
29,191
+2,049
| +8% | +$232K | 1.19% | 21 |
|
|
2025
Q1 | $2.56M | Buy |
27,142
+995
| +4% | +$93.9K | 1.09% | 28 |
|
|
2024
Q4 | $3.01M | Buy |
26,147
+202
| +0.8% | +$23.2K | 1.31% | 21 |
|
|
2024
Q3 | $2.98M | Buy |
25,945
+1,342
| +5% | +$154K | 1.3% | 22 |
|
|
2024
Q2 | $2.62M | Buy |
24,603
+1,158
| +5% | +$124K | 1.22% | 25 |
|
|
2024
Q1 | $2.59M | Buy |
23,445
+1,443
| +7% | +$159K | 1.25% | 24 |
|
|
2023
Q4 | $2.33M | Buy |
22,002
+843
| +4% | +$89.4K | 1.27% | 23 |
|
|
2023
Q3 | $1.97M | Buy |
21,159
+1,128
| +6% | +$105K | 1.2% | 26 |
|
|
2023
Q2 | $1.98M | Buy |
20,031
+497
| +3% | +$49.1K | 1.19% | 27 |
|
|
2023
Q1 | $1.89M | Buy |
19,534
+2,659
| +16% | +$257K | 1.14% | 23 |
|
|
2022
Q4 | $1.6M | Buy |
16,875
+372
| +2% | +$35.2K | 1.09% | 26 |
|
|
2022
Q3 | $1.44M | Buy |
16,503
+962
| +6% | +$83.9K | 1.19% | 23 |
|
|
2022
Q2 | $1.44M | Buy |
15,541
+4,223
| +37% | +$390K | 1.23% | 23 |
|
|
2022
Q1 | $1.2M | Buy |
11,318
+1,985
| +21% | +$210K | 1.06% | 26 |
|
|
2021
Q4 | $1.07M | Buy |
+9,333
| New | +$1.07M | 1.03% | 27 |
|