Birchbrook’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 | $3.9M | Buy |
35,643
+862
| +2% | +$94.2K | 2.09% | 10 |
|
|
2025
Q1 | $3.64M | Buy |
34,781
+1,047
| +3% | +$109K | 2.04% | 10 |
|
|
2024
Q4 | $3.89M | Sell |
33,734
-795
| -2% | -$91.6K | 2.21% | 10 |
|
|
2024
Q3 | $4.04M | Buy |
34,529
+608
| +2% | +$71.1K | 2.24% | 10 |
|
|
2024
Q2 | $3.62M | Sell |
33,921
-574
| -2% | -$61.2K | 2.17% | 9 |
|
|
2024
Q1 | $3.81M | Sell |
34,495
-2,252
| -6% | -$249K | 2.27% | 9 |
|
|
2023
Q4 | $3.98M | Buy |
+36,747
| New | +$3.98M | 2.62% | 8 |
|