AllSquare 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 | $9.4K | Hold |
86
| – | – | 0.01% | 386 |
|
|
2025
Q1 | $8.99K | Hold |
86
| – | – | 0.01% | 387 |
|
|
2024
Q4 | $9.91K | Hold |
86
| – | – | 0.01% | 379 |
|
|
2024
Q3 | $10.1K | Hold |
86
| – | – | 0.01% | 381 |
|
|
2024
Q2 | $9.17K | Buy |
86
+55
| +177% | +$5.87K | 0.01% | 385 |
|
|
2024
Q1 | $3.43K | Hold |
31
| – | – | ﹤0.01% | 444 |
|
|
2023
Q4 | $3.36K | Hold |
31
| – | – | ﹤0.01% | 443 |
|
|
2023
Q3 | $2.92K | Hold |
31
| – | – | ﹤0.01% | 452 |
|
|
2023
Q2 | $2.9K | Buy |
+31
| New | +$2.9K | ﹤0.01% | 466 |
|
|
2022
Q1 | – | Sell |
-60
| Closed | -$7K | – | 526 |
|
|
2021
Q4 | $7K | Hold |
60
| – | – | ﹤0.01% | 405 |
|
|
2021
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 395 |
|
|
2021
Q2 | $7K | Hold |
60
| – | – | ﹤0.01% | 413 |
|
|
2021
Q1 | $7K | Hold |
60
| – | – | ﹤0.01% | 400 |
|
|
2020
Q4 | $6K | Hold |
60
| – | – | ﹤0.01% | 377 |
|
|
2020
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 393 |
|
|
2020
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 398 |
|