Apella Capital’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 | $7.52M | Sell |
67,682
-4,751
| -7% | -$528K | 0.2% | 87 |
|
|
2025
Q1 | $7.14M | Buy |
72,433
+20,767
| +40% | +$2.05M | 0.25% | 75 |
|
|
2024
Q4 | $5.95M | Sell |
51,666
-101
| -0.2% | -$11.6K | 0.23% | 68 |
|
|
2024
Q3 | $5.95M | Buy |
51,767
+490
| +1% | +$56.3K | 0.24% | 59 |
|
|
2024
Q2 | $5.41M | Sell |
51,277
-1,048
| -2% | -$111K | 0.24% | 61 |
|
|
2024
Q1 | $5.7M | Buy |
52,325
+4,109
| +9% | +$447K | 0.29% | 59 |
|
|
2023
Q4 | $5.05M | Sell |
48,216
-892
| -2% | -$93.3K | 0.28% | 64 |
|
|
2023
Q3 | $4.63M | Buy |
49,108
+2,016
| +4% | +$190K | 0.33% | 55 |
|
|
2023
Q2 | $4.69M | Buy |
+47,092
| New | +$4.69M | 0.33% | 53 |
|
|
2022
Q4 | $4.64M | Buy |
48,982
+2,167
| +5% | +$205K | 0.42% | 50 |
|
|
2022
Q3 | $4.08M | Sell |
46,815
-373
| -0.8% | -$32.5K | 0.48% | 48 |
|
|
2022
Q2 | $4.36M | Buy |
47,188
+1,528
| +3% | +$141K | 0.52% | 42 |
|
|
2022
Q1 | $4.93M | Sell |
45,660
-1,050
| -2% | -$113K | 0.69% | 34 |
|
|
2021
Q4 | $5.35M | Buy |
46,710
+137
| +0.3% | +$15.7K | 0.68% | 34 |
|
|
2021
Q3 | $5.09M | Sell |
46,573
-1,560
| -3% | -$170K | 0.73% | 37 |
|
|
2021
Q2 | $5.44M | Sell |
48,133
-1,583
| -3% | -$179K | 0.89% | 30 |
|
|
2021
Q1 | $5.4M | Sell |
49,716
-4,275
| -8% | -$464K | 1.7% | 22 |
|
|
2020
Q4 | $4.96M | Sell |
53,991
-4,195
| -7% | -$386K | 1.74% | 18 |
|
|
2020
Q3 | $4.09M | Buy |
58,186
+43
| +0.1% | +$3.02K | 1.64% | 19 |
|
|
2020
Q2 | $3.97M | Buy |
58,143
+351
| +0.6% | +$24K | 1.85% | 14 |
|
|
2020
Q1 | $3.24M | Buy |
+57,792
| New | +$3.24M | 1.89% | 14 |
|