Allie Family Office’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 | $470K | Buy |
4,304
+11
| +0.3% | +$1.2K | 0.23% | 52 |
|
|
2025
Q1 | $449K | Buy |
4,293
+245
| +6% | +$25.6K | 0.25% | 54 |
|
|
2024
Q4 | $466K | Hold |
4,048
| – | – | 0.26% | 51 |
|
|
2024
Q3 | $473K | Hold |
4,048
| – | – | 0.26% | 53 |
|
|
2024
Q2 | $432K | Hold |
4,048
| – | – | 0.26% | 56 |
|
|
2024
Q1 | $447K | Hold |
4,048
| – | – | 0.26% | 50 |
|
|
2023
Q4 | $438K | Hold |
4,048
| – | – | 0.3% | 48 |
|
|
2023
Q3 | $383K | Buy |
4,048
+1,281
| +46% | +$121K | 0.31% | 42 |
|
|
2023
Q2 | $276K | Hold |
2,767
| – | – | 0.2% | 55 |
|
|
2023
Q1 | $268K | Buy |
+2,767
| New | +$268K | 0.2% | 58 |
|
|
2022
Q3 | – | Sell |
-2,196
| Closed | -$203K | – | 74 |
|
|
2022
Q2 | $203K | Hold |
2,196
| – | – | 0.16% | 67 |
|
|
2022
Q1 | $237K | Buy |
+2,196
| New | +$237K | 0.18% | 56 |
|