Blue Barn 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 | $697K | Buy |
6,517
+399
| +7% | +$42.7K | 0.33% | 49 |
|
|
2025
Q1 | $640K | Buy |
6,118
+97
| +2% | +$10.1K | 0.33% | 50 |
|
|
2024
Q4 | $694K | Sell |
6,021
-195
| -3% | -$22.5K | 0.37% | 49 |
|
|
2024
Q3 | $727K | Hold |
6,216
| – | – | 0.37% | 47 |
|
|
2024
Q2 | $663K | Buy |
6,216
+299
| +5% | +$31.9K | 0.37% | 49 |
|
|
2024
Q1 | $654K | Sell |
5,917
-61
| -1% | -$6.74K | 0.36% | 48 |
|
|
2023
Q4 | $647K | Sell |
5,978
-8
| -0.1% | -$866 | 0.38% | 41 |
|
|
2023
Q3 | $565K | Sell |
5,986
-152
| -2% | -$14.3K | 0.37% | 46 |
|
|
2023
Q2 | $612K | Sell |
6,138
-2,530
| -29% | -$252K | 0.4% | 44 |
|
|
2023
Q1 | $838K | Sell |
8,668
-16
| -0.2% | -$1.55K | 0.52% | 35 |
|
|
2022
Q4 | $822K | Sell |
8,684
-252
| -3% | -$23.9K | 0.54% | 35 |
|
|
2022
Q3 | $779K | Sell |
8,936
-43
| -0.5% | -$3.75K | 0.55% | 34 |
|
|
2022
Q2 | $830K | Sell |
8,979
-78
| -0.9% | -$7.21K | 0.64% | 31 |
|
|
2022
Q1 | $977K | Buy |
9,057
+67
| +0.7% | +$7.23K | 0.68% | 32 |
|
|
2021
Q4 | $1.03M | Buy |
8,990
+30
| +0.3% | +$3.44K | 0.7% | 31 |
|
|
2021
Q3 | $978K | Buy |
8,960
+308
| +4% | +$33.6K | 0.86% | 29 |
|
|
2021
Q2 | $978K | Buy |
+8,652
| New | +$978K | 1% | 27 |
|