BCGM Wealth 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 | $264K | Buy |
2,415
+9
| +0.4% | +$983 | 0.07% | 146 |
|
|
2025
Q1 | $252K | Sell |
2,406
-87
| -3% | -$9.1K | 0.08% | 140 |
|
|
2024
Q4 | $287K | Buy |
2,493
+74
| +3% | +$8.53K | 0.09% | 131 |
|
|
2024
Q3 | $283K | Sell |
2,419
-88
| -4% | -$10.3K | 0.09% | 134 |
|
|
2024
Q2 | $267K | Sell |
2,507
-188
| -7% | -$20.1K | 0.09% | 133 |
|
|
2024
Q1 | $298K | Buy |
2,695
+7
| +0.3% | +$774 | 0.11% | 118 |
|
|
2023
Q4 | $291K | Buy |
2,688
+19
| +0.7% | +$2.06K | 0.12% | 110 |
|
|
2023
Q3 | $252K | Buy |
2,669
+29
| +1% | +$2.74K | 0.12% | 107 |
|
|
2023
Q2 | $263K | Buy |
+2,640
| New | +$263K | 0.12% | 104 |
|
|
2023
Q1 | – | Sell |
-2,623
| Closed | -$248K | – | 104 |
|
|
2022
Q4 | $248K | Sell |
2,623
-235
| -8% | -$22.2K | 0.12% | 99 |
|
|
2022
Q3 | $271K | Buy |
2,858
+134
| +5% | +$12.7K | 0.14% | 92 |
|
|
2022
Q2 | $277K | Sell |
2,724
-63
| -2% | -$6.41K | 0.14% | 88 |
|
|
2022
Q1 | $277K | Buy |
2,787
+26
| +0.9% | +$2.58K | 0.15% | 90 |
|
|
2021
Q4 | $316K | Buy |
2,761
+3
| +0.1% | +$343 | 0.17% | 85 |
|
|
2021
Q3 | $312K | Buy |
2,758
+64
| +2% | +$7.24K | 0.17% | 81 |
|
|
2021
Q2 | $297K | Buy |
2,694
+1
| +0% | +$110 | 0.18% | 81 |
|
|
2021
Q1 | $288K | Hold |
2,693
| – | – | 0.2% | 80 |
|
|
2020
Q4 | $287K | Buy |
+2,693
| New | +$287K | 0.2% | 79 |
|