Bouchey Financial Group’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 | $632K | Hold |
5,779
| – | – | 0.05% | 65 |
|
2025
Q1 | $604K | Sell |
5,779
-620
| -10% | -$64.8K | 0.05% | 67 |
|
2024
Q4 | $737K | Sell |
6,399
-115
| -2% | -$13.3K | 0.06% | 55 |
|
2024
Q3 | $762K | Buy |
6,514
+2,206
| +51% | +$258K | 0.07% | 61 |
|
2024
Q2 | $459K | Hold |
4,308
| – | – | 0.04% | 85 |
|
2024
Q1 | $476K | Sell |
4,308
-33
| -0.8% | -$3.65K | 0.05% | 81 |
|
2023
Q4 | $470K | Hold |
4,341
| – | – | 0.05% | 77 |
|
2023
Q3 | $411K | Buy |
+4,341
| New | +$411K | 0.05% | 77 |
|