Azimuth Capital Investment Management’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 | $305K | Buy |
2,795
+301
| +12% | +$32.9K | 0.01% | 271 |
|
|
2025
Q1 | $261K | Buy |
2,494
+175
| +8% | +$18.3K | 0.01% | 281 |
|
|
2024
Q4 | $267K | Sell |
2,319
-199
| -8% | -$22.9K | 0.01% | 283 |
|
|
2024
Q3 | $295K | Buy |
2,518
+6
| +0.2% | +$702 | 0.01% | 278 |
|
|
2024
Q2 | $268K | Buy |
2,512
+95
| +4% | +$10.1K | 0.01% | 282 |
|
|
2024
Q1 | $267K | Sell |
2,417
-159
| -6% | -$17.6K | 0.01% | 278 |
|
|
2023
Q4 | $279K | Sell |
2,576
-1,089
| -30% | -$118K | 0.01% | 271 |
|
|
2023
Q3 | $346K | Hold |
3,665
| – | – | 0.02% | 258 |
|
|
2023
Q2 | $365K | Buy |
3,665
+1,526
| +71% | +$152K | 0.02% | 258 |
|
|
2023
Q1 | $207K | Buy |
+2,139
| New | +$207K | 0.01% | 297 |
|