American Money 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
$7.1M Buy
64,923
+1,348
+2% +$147K 1.25% 27
2025
Q1
$6.65M Buy
63,575
+2,022
+3% +$211K 1.26% 29
2024
Q4
$7.09M Buy
61,553
+1,643
+3% +$189K 1.38% 23
2024
Q3
$7.01M Buy
59,910
+7,279
+14% +$851K 1.4% 23
2024
Q2
$5.61M Sell
52,631
-634
-1% -$67.6K 1.2% 32
2024
Q1
$5.89M Buy
53,265
+2,102
+4% +$232K 1.23% 33
2023
Q4
$5.54M Buy
51,163
+24,849
+94% +$2.69M 1.25% 30
2023
Q3
$2.48M Buy
26,314
+1,864
+8% +$176K 0.63% 49
2023
Q2
$2.44M Buy
24,450
+876
+4% +$87.3K 0.61% 49
2023
Q1
$2.28M Buy
23,574
+685
+3% +$66.2K 0.61% 50
2022
Q4
$2.17M Buy
22,889
+1,049
+5% +$99.3K 0.62% 47
2022
Q3
$1.9M Buy
21,840
+639
+3% +$55.7K 0.58% 48
2022
Q2
$1.96M Buy
21,201
+7,498
+55% +$693K 0.57% 48
2022
Q1
$1.48M Buy
13,703
+323
+2% +$34.8K 0.39% 58
2021
Q4
$1.53M Buy
13,380
+7,977
+148% +$913K 0.4% 58
2021
Q3
$590K Buy
5,403
+2,795
+107% +$305K 0.17% 90
2021
Q2
$295K Sell
2,608
-67
-3% -$7.58K 0.1% 76
2021
Q1
$290K Sell
2,675
-847
-24% -$91.8K 0.11% 78
2020
Q4
$324K Buy
3,522
+337
+11% +$31K 0.13% 69
2020
Q3
$224K Buy
3,185
+107
+3% +$7.53K 0.1% 72
2020
Q2
$210K Buy
+3,078
New +$210K 0.1% 73
2014
Q2
Sell
-4,810
Closed -$265K 93
2014
Q1
$265K Sell
4,810
-470
-9% -$25.9K 0.23% 74
2013
Q4
$288K Buy
+5,280
New +$288K 0.25% 69