Wetzel Investment Advisors’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 | $719K | Sell |
6,582
-38,051
| -85% | -$4.16M | 0.33% | 48 |
|
|
2025
Q1 | $4.67M | Buy |
44,633
+2,327
| +6% | +$243K | 2.35% | 12 |
|
|
2024
Q4 | $4.87M | Buy |
42,306
+1,915
| +5% | +$221K | 2.42% | 11 |
|
|
2024
Q3 | $4.72M | Buy |
40,391
+21,073
| +109% | +$2.46M | 2.38% | 11 |
|
|
2024
Q2 | $2.13M | Sell |
19,318
-424
| -2% | -$46.9K | 1.22% | 21 |
|
|
2024
Q1 | $2.02M | Buy |
19,742
+1,516
| +8% | +$155K | 1.19% | 21 |
|
|
2023
Q4 | $1.97M | Buy |
+18,226
| New | +$1.97M | 1.21% | 21 |
|