AWM 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 | $1.51M | Hold |
13,801
| – | – | 0.16% | 40 |
|
2025
Q1 | $1.44M | Buy |
13,801
+880
| +7% | +$92K | 0.17% | 40 |
|
2024
Q4 | $1.49M | Sell |
12,921
-107
| -0.8% | -$12.3K | 0.18% | 39 |
|
2024
Q3 | $1.52M | Buy |
13,028
+3,125
| +32% | +$366K | 0.18% | 40 |
|
2024
Q2 | $1.06M | Hold |
9,903
| – | – | 0.16% | 42 |
|
2024
Q1 | $1.09M | Buy |
9,903
+5,571
| +129% | +$616K | 0.18% | 41 |
|
2023
Q4 | $469K | Buy |
4,332
+287
| +7% | +$31.1K | 0.09% | 56 |
|
2023
Q3 | $382K | Hold |
4,045
| – | – | 0.08% | 62 |
|
2023
Q2 | $403K | Hold |
4,045
| – | – | 0.1% | 51 |
|
2023
Q1 | $391K | Buy |
+4,045
| New | +$391K | 0.11% | 54 |
|