Beese Fulmer 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 | $6.12M | Buy |
+55,970
| New | +$6.12M | 0.46% | 57 |
|
|
2022
Q1 | – | Sell |
-1,774
| Closed | -$203K | – | 237 |
|
|
2021
Q4 | $203K | Buy |
+1,774
| New | +$203K | 0.02% | 236 |
|
|
2021
Q2 | – | Sell |
-1,883
| Closed | -$204K | – | 235 |
|
|
2021
Q1 | $204K | Buy |
+1,883
| New | +$204K | 0.02% | 213 |
|
|
2020
Q3 | – | Sell |
-1,258
| Closed | -$86K | – | 361 |
|
|
2020
Q2 | $86K | Buy |
+1,258
| New | +$86K | 0.01% | 258 |
|