Beaird Harris 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 | $121K | Buy |
1,112
+474
| +74% | +$51.8K | 0.01% | 162 |
|
|
2025
Q1 | $66.7K | Buy |
638
+158
| +33% | +$16.5K | 0.01% | 200 |
|
|
2024
Q4 | $55.3K | Hold |
480
| – | – | ﹤0.01% | 219 |
|
|
2024
Q3 | $56.1K | Buy |
480
+6
| +1% | +$702 | ﹤0.01% | 224 |
|
|
2024
Q2 | $50.6K | Buy |
474
+85
| +22% | +$9.07K | ﹤0.01% | 222 |
|
|
2024
Q1 | $43K | Sell |
389
-86
| -18% | -$9.51K | ﹤0.01% | 212 |
|
|
2023
Q4 | $51.4K | Buy |
475
+350
| +280% | +$37.9K | 0.01% | 185 |
|
|
2023
Q3 | $11.8K | Sell |
125
-65
| -34% | -$6.13K | ﹤0.01% | 263 |
|
|
2023
Q2 | $18.9K | Sell |
190
-7
| -4% | -$698 | ﹤0.01% | 231 |
|
|
2023
Q1 | $19.1K | Sell |
197
-26
| -12% | -$2.52K | ﹤0.01% | 229 |
|
|
2022
Q4 | $21.1K | Sell |
223
-173
| -44% | -$16.4K | ﹤0.01% | 249 |
|
|
2022
Q3 | $35K | Sell |
396
-639
| -62% | -$56.5K | 0.01% | 186 |
|
|
2022
Q2 | $96K | Hold |
1,035
| – | – | 0.03% | 100 |
|
|
2022
Q1 | $112K | Buy |
1,035
+952
| +1,147% | +$103K | 0.04% | 123 |
|
|
2021
Q4 | $10K | Buy |
+83
| New | +$10K | ﹤0.01% | 403 |
|