Boston Research & 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 | $8.33M | Buy |
76,184
+2,340
| +3% | +$256K | 1.99% | 14 |
|
|
2025
Q1 | $7.72M | Buy |
73,844
+79
| +0.1% | +$8.26K | 1.92% | 15 |
|
|
2024
Q4 | $8.5M | Sell |
73,765
-912
| -1% | -$105K | 2.09% | 12 |
|
|
2024
Q3 | $8.73M | Buy |
74,677
+670
| +0.9% | +$78.4K | 2.05% | 10 |
|
|
2024
Q2 | $7.89M | Buy |
74,007
+1,061
| +1% | +$113K | 2% | 11 |
|
|
2024
Q1 | $8.06M | Sell |
72,946
-431
| -0.6% | -$47.6K | 1.99% | 13 |
|
|
2023
Q4 | $7.94M | Buy |
73,377
+262
| +0.4% | +$28.4K | 2.11% | 8 |
|
|
2023
Q3 | $6.9M | Buy |
73,115
+218
| +0.3% | +$20.6K | 2.04% | 12 |
|
|
2023
Q2 | $7.26M | Sell |
72,897
-380
| -0.5% | -$37.9K | 2.06% | 9 |
|
|
2023
Q1 | $7.09M | Buy |
73,277
+109
| +0.1% | +$10.5K | 2.12% | 10 |
|
|
2022
Q4 | $6.92M | Buy |
73,168
+768
| +1% | +$72.7K | 2.14% | 9 |
|
|
2022
Q3 | $6.31M | Buy |
72,400
+197
| +0.3% | +$17.2K | 2.15% | 8 |
|
|
2022
Q2 | $6.67M | Buy |
72,203
+1,121
| +2% | +$104K | 2.16% | 9 |
|
|
2022
Q1 | $7.67M | Sell |
71,082
-712
| -1% | -$76.8K | 2.23% | 8 |
|
|
2021
Q4 | $8.22M | Buy |
71,794
+1
| +0% | +$115 | 2.24% | 9 |
|
|
2021
Q3 | $7.84M | Buy |
71,793
+736
| +1% | +$80.4K | 2.33% | 5 |
|
|
2021
Q2 | $8.03M | Buy |
71,057
+688
| +1% | +$77.7K | 2.44% | 4 |
|
|
2021
Q1 | $7.64M | Buy |
70,369
+302
| +0.4% | +$32.8K | 2.46% | 7 |
|
|
2020
Q4 | $6.44M | Buy |
70,067
+471
| +0.7% | +$43.3K | 2.24% | 9 |
|
|
2020
Q3 | $4.89M | Buy |
69,596
+844
| +1% | +$59.3K | 1.91% | 18 |
|
|
2020
Q2 | $4.7M | Sell |
68,752
-1,774
| -3% | -$121K | 1.95% | 16 |
|
|
2020
Q1 | $3.96M | Buy |
70,526
+2,298
| +3% | +$129K | 1.99% | 19 |
|
|
2019
Q4 | $5.72M | Buy |
68,228
+1,292
| +2% | +$108K | 2.15% | 10 |
|
|
2019
Q3 | $5.21M | Buy |
66,936
+2,055
| +3% | +$160K | 2.06% | 13 |
|
|
2019
Q2 | $5.08M | Buy |
64,881
+2,826
| +5% | +$221K | 2.05% | 13 |
|
|
2019
Q1 | $4.79M | Buy |
62,055
+1,360
| +2% | +$105K | 1.99% | 14 |
|
|
2018
Q4 | $4.21M | Buy |
60,695
+3,226
| +6% | +$224K | 2% | 15 |
|
|
2018
Q3 | $5.01M | Buy |
57,469
+5
| +0% | +$436 | 2.29% | 6 |
|
|
2018
Q2 | $4.8M | Buy |
57,464
+619
| +1% | +$51.7K | 2.36% | 6 |
|
|
2018
Q1 | $4.38M | Buy |
56,845
+860
| +2% | +$66.2K | 2.23% | 9 |
|
|
2017
Q4 | $4.3M | Buy |
55,985
+457
| +0.8% | +$35.1K | 2.16% | 9 |
|
|
2017
Q3 | $4.12M | Buy |
55,528
+3,133
| +6% | +$233K | 2.11% | 10 |
|
|
2017
Q2 | $3.67M | Buy |
52,395
+1,204
| +2% | +$84.4K | 1.99% | 15 |
|
|
2017
Q1 | $3.54M | Buy |
51,191
+2,993
| +6% | +$207K | 1.93% | 14 |
|
|
2016
Q4 | $3.31M | Sell |
48,198
-526
| -1% | -$36.2K | 1.89% | 17 |
|
|
2016
Q3 | $3.02M | Buy |
48,724
+496
| +1% | +$30.8K | 1.75% | 23 |
|
|
2016
Q2 | $2.8M | Buy |
48,228
+2,174
| +5% | +$126K | 1.7% | 27 |
|
|
2016
Q1 | $2.59M | Buy |
46,054
+1,316
| +3% | +$74.1K | 1.61% | 29 |
|
|
2015
Q4 | $2.46M | Buy |
44,738
+3,080
| +7% | +$170K | 1.53% | 29 |
|
|
2015
Q3 | $2.22M | Buy |
41,658
+1,990
| +5% | +$106K | 1.46% | 29 |
|
|
2015
Q2 | $2.34M | Buy |
39,668
+1,040
| +3% | +$61.3K | 1.48% | 30 |
|
|
2015
Q1 | $2.28M | Buy |
38,628
+3,060
| +9% | +$181K | 1.45% | 35 |
|
|
2014
Q4 | $2.03M | Buy |
35,568
+2,978
| +9% | +$170K | 1.27% | 41 |
|
|
2014
Q3 | $1.7M | Buy |
32,590
+1,480
| +5% | +$77.2K | 1.14% | 46 |
|
|
2014
Q2 | $1.74M | Buy |
31,110
+1,390
| +5% | +$77.9K | 1.2% | 44 |
|
|
2014
Q1 | $1.64M | Hold |
29,720
| – | – | 1.2% | 44 |
|
|
2013
Q4 | $1.62M | Sell |
29,720
-300
| -1% | -$16.4K | 1.25% | 42 |
|
|
2013
Q3 | $1.5M | Sell |
30,020
-100
| -0.3% | -$4.99K | 1.26% | 43 |
|
|
2013
Q2 | $1.36M | Buy |
+30,120
| New | +$1.36M | 1.21% | 44 |
|