Atwood & Palmer’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 | $164K | Buy |
1,498
+160
| +12% | +$17.5K | 0.01% | 160 |
|
|
2025
Q1 | $140K | Hold |
1,338
| – | – | 0.01% | 165 |
|
|
2024
Q4 | $154K | Hold |
1,338
| – | – | 0.01% | 157 |
|
|
2024
Q3 | $156K | Hold |
1,338
| – | – | 0.01% | 159 |
|
|
2024
Q2 | $143K | Buy |
1,338
+46
| +4% | +$4.91K | 0.01% | 163 |
|
|
2024
Q1 | $143K | Sell |
1,292
-61
| -5% | -$6.74K | 0.01% | 164 |
|
|
2023
Q4 | $146K | Buy |
1,353
+392
| +41% | +$42.4K | 0.01% | 160 |
|
|
2023
Q3 | $90.7K | Hold |
961
| – | – | 0.01% | 179 |
|
|
2023
Q2 | $95.8K | Hold |
961
| – | – | 0.01% | 188 |
|
|
2023
Q1 | $92.9K | Buy |
961
+867
| +922% | +$83.8K | 0.01% | 178 |
|
|
2022
Q4 | $8.9K | Hold |
94
| – | – | ﹤0.01% | 323 |
|
|
2022
Q3 | $8K | Hold |
94
| – | – | ﹤0.01% | 313 |
|
|
2022
Q2 | $9K | Sell |
94
-127
| -57% | -$12.2K | ﹤0.01% | 331 |
|
|
2022
Q1 | $24K | Hold |
221
| – | – | ﹤0.01% | 298 |
|
|
2021
Q4 | $25K | Hold |
221
| – | – | ﹤0.01% | 296 |
|
|
2021
Q3 | $24K | Sell |
221
-46
| -17% | -$5K | ﹤0.01% | 289 |
|
|
2021
Q2 | $30K | Sell |
267
-231
| -46% | -$26K | ﹤0.01% | 259 |
|
|
2021
Q1 | $54K | Buy |
498
+36
| +8% | +$3.9K | 0.01% | 218 |
|
|
2020
Q4 | $42K | Buy |
462
+111
| +32% | +$10.1K | ﹤0.01% | 224 |
|
|
2020
Q3 | $25K | Hold |
351
| – | – | ﹤0.01% | 216 |
|
|
2020
Q2 | $24K | Sell |
351
-393
| -53% | -$26.9K | ﹤0.01% | 214 |
|
|
2020
Q1 | $42K | Buy |
744
+650
| +691% | +$36.7K | 0.01% | 191 |
|
|
2019
Q4 | $8K | Hold |
94
| – | – | ﹤0.01% | 253 |
|
|
2019
Q3 | $7K | Hold |
94
| – | – | ﹤0.01% | 260 |
|
|
2019
Q2 | $7K | Sell |
94
-94
| -50% | -$7K | ﹤0.01% | 256 |
|
|
2019
Q1 | $15K | Buy |
188
+94
| +100% | +$7.5K | ﹤0.01% | 235 |
|
|
2018
Q4 | $7K | Sell |
94
-500
| -84% | -$37.2K | ﹤0.01% | 263 |
|
|
2018
Q3 | $52K | Sell |
594
-48
| -7% | -$4.2K | 0.01% | 179 |
|
|
2018
Q2 | $54K | Buy |
642
+48
| +8% | +$4.04K | 0.01% | 178 |
|
|
2018
Q1 | $46K | Buy |
594
+94
| +19% | +$7.28K | 0.01% | 182 |
|
|
2017
Q4 | $38K | Hold |
500
| – | – | 0.01% | 191 |
|
|
2017
Q3 | $37K | Hold |
500
| – | – | 0.01% | 193 |
|
|
2017
Q2 | $35K | Buy |
+500
| New | +$35K | 0.01% | 203 |
|
|
2014
Q4 | – | Sell |
-918
| Closed | -$48K | – | 395 |
|
|
2014
Q3 | $48K | Buy |
+918
| New | +$48K | 0.01% | 204 |
|