Advisor Resource Council’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 | – | Sell |
-11,787
| Closed | -$1.23M | – | 353 |
|
|
2025
Q1 | $1.23M | Buy |
11,787
+7,040
| +148% | +$736K | 0.1% | 212 |
|
|
2024
Q4 | $547K | Buy |
+4,747
| New | +$547K | 0.39% | 29 |
|
|
2024
Q1 | – | Sell |
-9,991
| Closed | -$1.08M | – | 355 |
|
|
2023
Q4 | $1.08M | Buy |
+9,991
| New | +$1.08M | 0.13% | 162 |
|
|
2022
Q3 | – | Sell |
-8,749
| Closed | -$808K | – | 303 |
|
|
2022
Q2 | $808K | Buy |
+8,749
| New | +$808K | 0.07% | 217 |
|
|
2022
Q1 | – | Sell |
-10,480
| Closed | -$1.2M | – | 355 |
|
|
2021
Q4 | $1.2M | Buy |
10,480
+6,104
| +139% | +$700K | 0.09% | 207 |
|
|
2021
Q3 | $476K | Sell |
4,376
-4,168
| -49% | -$453K | 0.14% | 140 |
|
|
2021
Q2 | $965K | Buy |
+8,544
| New | +$965K | 0.1% | 206 |
|