Windsor Advisory Group’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 | $64.4K | Buy |
589
+164
| +39% | +$17.9K | 0.09% | 44 |
|
|
2025
Q1 | $44.4K | Sell |
425
-6,564
| -94% | -$686K | 0.06% | 48 |
|
|
2024
Q4 | $805K | Buy |
6,989
+886
| +15% | +$102K | 0.94% | 22 |
|
|
2024
Q3 | $714K | Buy |
+6,103
| New | +$714K | 0.81% | 28 |
|
|
2023
Q2 | – | Sell |
-725
| Closed | -$70.1K | – | 62 |
|
|
2023
Q1 | $70.1K | Hold |
725
| – | – | 0.17% | 51 |
|
|
2022
Q4 | $68.7K | Buy |
+725
| New | +$68.7K | 0.18% | 55 |
|