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