Bond & Devick Financial Network’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 | $299K | Hold |
2,734
| – | – | 0.1% | 132 |
|
|
2025
Q1 | $286K | Hold |
2,734
| – | – | 0.1% | 125 |
|
|
2024
Q4 | $320K | Hold |
2,734
| – | – | 0.14% | 122 |
|
|
2024
Q3 | $320K | Buy |
2,734
+128
| +5% | +$15K | 0.14% | 122 |
|
|
2024
Q2 | $278K | Buy |
2,606
+366
| +16% | +$39K | 0.15% | 119 |
|
|
2024
Q1 | $248K | Hold |
2,240
| – | – | 0.13% | 130 |
|
|
2023
Q4 | $242K | Sell |
2,240
-897
| -29% | -$97.1K | 0.14% | 125 |
|
|
2023
Q3 | $296K | Hold |
3,137
| – | – | 0.19% | 98 |
|
|
2023
Q2 | $313K | Hold |
3,137
| – | – | 0.19% | 96 |
|
|
2023
Q1 | $303K | Hold |
3,137
| – | – | 0.19% | 98 |
|
|
2022
Q4 | $297K | Buy |
+3,137
| New | +$297K | 0.21% | 95 |
|