Aspect 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 | $5.37M | Buy |
49,150
+3,305
| +7% | +$361K | 2.65% | 10 |
|
|
2025
Q1 | $4.79M | Buy |
45,845
+2,194
| +5% | +$229K | 2.74% | 12 |
|
|
2024
Q4 | $5.03M | Sell |
43,651
-356
| -0.8% | -$41K | 2.9% | 8 |
|
|
2024
Q3 | $5.15M | Buy |
44,007
+625
| +1% | +$73.1K | 2.89% | 10 |
|
|
2024
Q2 | $4.63M | Buy |
43,382
+3,579
| +9% | +$382K | 2.75% | 9 |
|
|
2024
Q1 | $4.4M | Buy |
39,803
+4,747
| +14% | +$525K | 3.47% | 8 |
|
|
2023
Q4 | $3.79M | Buy |
+35,056
| New | +$3.79M | 2.45% | 11 |
|