WMG Financial 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 | $532K | Buy |
4,871
+62
| +1% | +$6.78K | 0.2% | 72 |
|
|
2025
Q1 | $503K | Hold |
4,809
| – | – | 0.21% | 73 |
|
|
2024
Q4 | $554K | Hold |
4,809
| – | – | 0.24% | 66 |
|
|
2024
Q3 | $562K | Hold |
4,809
| – | – | 0.25% | 57 |
|
|
2024
Q2 | $513K | Sell |
4,809
-10
| -0.2% | -$1.07K | 0.27% | 59 |
|
|
2024
Q1 | $533K | Hold |
4,819
| – | – | 0.3% | 58 |
|
|
2023
Q4 | $522K | Hold |
4,819
| – | – | 0.34% | 57 |
|
|
2023
Q3 | $455K | Hold |
4,819
| – | – | 0.39% | 53 |
|
|
2023
Q2 | $480K | Buy |
4,819
+29
| +0.6% | +$2.89K | 0.35% | 61 |
|
|
2023
Q1 | $466K | Sell |
4,790
-72
| -1% | -$7.01K | 0.39% | 56 |
|
|
2022
Q4 | $460K | Sell |
4,862
-25
| -0.5% | -$2.37K | 0.39% | 66 |
|
|
2022
Q3 | $426K | Sell |
4,887
-168
| -3% | -$14.6K | 0.38% | 69 |
|
|
2022
Q2 | $467K | Sell |
5,055
-100
| -2% | -$9.24K | 0.4% | 62 |
|
|
2022
Q1 | $557K | Buy |
5,155
+47
| +0.9% | +$5.08K | 0.41% | 61 |
|
|
2021
Q4 | $584K | Buy |
+5,108
| New | +$584K | 0.46% | 55 |
|