Almanack Investment Partners’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 | $550K | Buy |
5,029
+2,579
| +105% | +$282K | 0.09% | 113 |
|
|
2025
Q1 | $256K | Sell |
2,450
-9,371
| -79% | -$980K | 0.05% | 126 |
|
|
2024
Q4 | $1.36M | Sell |
11,821
-104
| -0.9% | -$12K | 0.21% | 66 |
|
|
2024
Q3 | $1.39M | Buy |
11,925
+212
| +2% | +$24.8K | 0.22% | 62 |
|
|
2024
Q2 | $1.25M | Sell |
11,713
-120
| -1% | -$12.8K | 0.21% | 66 |
|
|
2024
Q1 | $1.31M | Buy |
11,833
+87
| +0.7% | +$9.62K | 0.22% | 63 |
|
|
2023
Q4 | $1.27M | Sell |
11,746
-1,038
| -8% | -$112K | 0.24% | 58 |
|
|
2023
Q3 | $1.21M | Sell |
12,784
-3,798
| -23% | -$358K | 0.23% | 50 |
|
|
2023
Q2 | $1.65M | Sell |
16,582
-2,976
| -15% | -$297K | 0.29% | 44 |
|
|
2023
Q1 | $1.89M | Sell |
19,558
-129
| -0.7% | -$12.5K | 0.37% | 32 |
|
|
2022
Q4 | $1.86M | Sell |
19,687
-20,190
| -51% | -$1.91M | 0.4% | 29 |
|
|
2022
Q3 | $3.48M | Buy |
39,877
+20,868
| +110% | +$1.82M | 0.68% | 15 |
|
|
2022
Q2 | $1.76M | Sell |
19,009
-176
| -0.9% | -$16.3K | 0.18% | 85 |
|
|
2022
Q1 | $2.07M | Sell |
19,185
-136
| -0.7% | -$14.7K | 0.18% | 91 |
|
|
2021
Q4 | $2.21M | Buy |
19,321
+877
| +5% | +$100K | 0.18% | 85 |
|
|
2021
Q3 | $2.01M | Buy |
18,444
+9,693
| +111% | +$1.06M | 0.18% | 90 |
|
|
2021
Q2 | $989K | Hold |
8,751
| – | – | 0.09% | 138 |
|
|
2021
Q1 | $950K | Sell |
8,751
-205
| -2% | -$22.3K | 0.1% | 139 |
|
|
2020
Q4 | $823K | Buy |
8,956
+193
| +2% | +$17.7K | 0.09% | 137 |
|
|
2020
Q3 | $718K | Buy |
+8,763
| New | +$718K | 0.09% | 151 |
|