Atomi Financial Group’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
$4.17M Buy
38,121
+10,432
+38% +$1.14M 0.16% 103
2025
Q1
$2.9M Sell
27,689
-7,904
-22% -$827K 0.13% 123
2024
Q4
$4.1M Sell
35,593
-1,045
-3% -$120K 0.21% 89
2024
Q3
$4.29M Buy
36,638
+2,063
+6% +$241K 0.27% 75
2024
Q2
$3.69M Sell
34,575
-3,454
-9% -$368K 0.27% 77
2024
Q1
$4.2M Sell
38,029
-11,729
-24% -$1.3M 0.39% 53
2023
Q4
$5.39M Buy
49,758
+43,467
+691% +$4.71M 0.75% 22
2023
Q3
$593K Buy
+6,291
New +$593K 0.2% 128