Your Advocates Ltd’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 | $8.96K | Sell |
82
-29
| -26% | -$3.17K | ﹤0.01% | 111 |
|
2025
Q1 | $11.6K | Hold |
111
| – | – | ﹤0.01% | 100 |
|
2024
Q4 | $12.8K | Hold |
111
| – | – | 0.01% | 95 |
|
2024
Q3 | $13K | Sell |
111
-13
| -10% | -$1.52K | 0.01% | 99 |
|
2024
Q2 | $13.2K | Buy |
124
+13
| +12% | +$1.39K | 0.01% | 102 |
|
2024
Q1 | $12.3K | Hold |
111
| – | – | 0.01% | 99 |
|
2023
Q4 | $12K | Hold |
111
| – | – | ﹤0.01% | 98 |
|
2023
Q3 | $10.5K | Buy |
+111
| New | +$10.5K | 0.01% | 105 |
|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 208 |
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 216 |
|
2022
Q1 | – | Sell |
-50
| Closed | -$6K | – | 224 |
|
2021
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 113 |
|
2021
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 126 |
|