BKM 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 | $787K | Buy |
7,204
+215
| +3% | +$23.5K | 0.31% | 81 |
|
|
2025
Q1 | $731K | Sell |
6,989
-208
| -3% | -$21.8K | 0.3% | 82 |
|
|
2024
Q4 | $829K | Buy |
7,197
+392
| +6% | +$45.2K | 0.34% | 76 |
|
|
2024
Q3 | $796K | Buy |
6,805
+44
| +0.7% | +$5.15K | 0.32% | 82 |
|
|
2024
Q2 | $721K | Buy |
6,761
+13
| +0.2% | +$1.39K | 0.35% | 86 |
|
|
2024
Q1 | $746K | Sell |
6,748
-277
| -4% | -$30.6K | 0.32% | 82 |
|
|
2023
Q4 | $761K | Buy |
+7,025
| New | +$761K | 0.32% | 75 |
|