ABLE Financial 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 | $1.72M | Sell |
15,749
-6,427
| -29% | -$702K | 0.42% | 54 |
|
|
2025
Q1 | $2.32M | Sell |
22,176
-1,311
| -6% | -$137K | 0.65% | 34 |
|
|
2024
Q4 | $2.71M | Sell |
23,487
-31,204
| -57% | -$3.6M | 0.8% | 32 |
|
|
2024
Q3 | $6.4M | Buy |
54,691
+3,661
| +7% | +$428K | 1.98% | 15 |
|
|
2024
Q2 | $5.44M | Buy |
51,030
+1,079
| +2% | +$115K | 1.97% | 15 |
|
|
2024
Q1 | $5.52M | Sell |
49,951
-16,504
| -25% | -$1.82M | 2.17% | 15 |
|
|
2023
Q4 | $7.19M | Buy |
66,455
+1,889
| +3% | +$204K | 3.11% | 7 |
|
|
2023
Q3 | $6.09M | Buy |
64,566
+8,136
| +14% | +$767K | 3.04% | 9 |
|
|
2023
Q2 | $5.62M | Buy |
56,430
+12,143
| +27% | +$1.21M | 2.91% | 9 |
|
|
2023
Q1 | $4.28M | Buy |
+44,287
| New | +$4.28M | 2.79% | 9 |
|