Winch Advisory Services’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 | $54.3K | Hold |
496
| – | – | 0.01% | 158 |
|
|
2025
Q1 | $51.9K | Hold |
496
| – | – | 0.01% | 154 |
|
|
2024
Q4 | $57.2K | Hold |
496
| – | – | 0.01% | 148 |
|
|
2024
Q3 | $58.1K | Hold |
496
| – | – | 0.02% | 144 |
|
|
2024
Q2 | $52.9K | Hold |
496
| – | – | 0.02% | 141 |
|
|
2024
Q1 | $54.9K | Hold |
496
| – | – | 0.02% | 146 |
|
|
2023
Q4 | $53.7K | Hold |
496
| – | – | 0.02% | 138 |
|
|
2023
Q3 | $47K | Buy |
+496
| New | +$47K | 0.02% | 138 |
|
|
2017
Q3 | – | Sell |
-3,750
| Closed | -$263K | – | 304 |
|
|
2017
Q2 | $263K | Hold |
3,750
| – | – | 0.17% | 70 |
|
|
2017
Q1 | $259K | Hold |
3,750
| – | – | 0.16% | 73 |
|
|
2016
Q4 | $258K | Buy |
+3,750
| New | +$258K | 0.18% | 67 |
|
|
2015
Q2 | – | Sell |
-22
| Closed | -$1K | – | 315 |
|
|
2015
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 298 |
|