4J Wealth Management’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 | $213K | Sell |
1,945
-340
| -15% | -$37.2K | 0.14% | 92 |
|
|
2025
Q1 | $239K | Sell |
2,285
-82
| -3% | -$8.57K | 0.19% | 82 |
|
|
2024
Q4 | $273K | Buy |
2,367
+46
| +2% | +$5.3K | 0.22% | 70 |
|
|
2024
Q3 | $271K | Sell |
2,321
-9
| -0.4% | -$1.05K | 0.21% | 74 |
|
|
2024
Q2 | $249K | Sell |
2,330
-46
| -2% | -$4.91K | 0.21% | 76 |
|
|
2024
Q1 | $263K | Sell |
2,376
-388
| -14% | -$42.9K | 0.23% | 75 |
|
|
2023
Q4 | $299K | Sell |
2,764
-12,482
| -82% | -$1.35M | 0.27% | 65 |
|
|
2023
Q3 | $1.44M | Buy |
15,246
+457
| +3% | +$43.1K | 1.43% | 20 |
|
|
2023
Q2 | $1.47M | Buy |
14,789
+346
| +2% | +$34.5K | 1.43% | 19 |
|
|
2023
Q1 | $1.4M | Buy |
14,443
+992
| +7% | +$95.9K | 1.5% | 18 |
|
|
2022
Q4 | $1.27M | Buy |
13,451
+199
| +2% | +$18.8K | 1.48% | 19 |
|
|
2022
Q3 | $1.16M | Buy |
+13,252
| New | +$1.16M | 1.48% | 19 |
|
|
2022
Q2 | – | Sell |
-15,415
| Closed | -$1.66M | – | 76 |
|
|
2022
Q1 | $1.66M | Buy |
15,415
+223
| +1% | +$24.1K | 1.46% | 17 |
|
|
2021
Q4 | $1.74M | Buy |
15,192
+1,486
| +11% | +$170K | 1.46% | 18 |
|
|
2021
Q3 | $1.5M | Buy |
13,706
+347
| +3% | +$37.9K | 1.3% | 21 |
|
|
2021
Q2 | $1.51M | Buy |
13,359
+216
| +2% | +$24.4K | 1.32% | 20 |
|
|
2021
Q1 | $1.43M | Sell |
13,143
-745
| -5% | -$80.8K | 1.33% | 21 |
|
|
2020
Q4 | $1.28M | Buy |
+13,888
| New | +$1.28M | 1.23% | 23 |
|