BIP Wealth’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 | $846K | Buy |
7,743
+70
| +0.9% | +$7.65K | 0.05% | 114 |
|
|
2025
Q1 | $802K | Buy |
7,673
+185
| +2% | +$19.3K | 0.05% | 117 |
|
|
2024
Q4 | $863K | Buy |
7,488
+1,698
| +29% | +$196K | 0.06% | 111 |
|
|
2024
Q3 | $677K | Buy |
5,790
+114
| +2% | +$13.3K | 0.05% | 121 |
|
|
2024
Q2 | $605K | Sell |
5,676
-98
| -2% | -$10.5K | 0.05% | 107 |
|
|
2024
Q1 | $638K | Sell |
5,774
-252
| -4% | -$27.9K | 0.05% | 113 |
|
|
2023
Q4 | $652K | Sell |
6,026
-41
| -0.7% | -$4.44K | 0.05% | 98 |
|
|
2023
Q3 | $572K | Buy |
6,067
+971
| +19% | +$91.6K | 0.05% | 99 |
|
|
2023
Q2 | $508K | Sell |
5,096
-580
| -10% | -$57.8K | 0.04% | 104 |
|
|
2023
Q1 | $556K | Buy |
+5,676
| New | +$556K | 0.06% | 100 |
|