Bowman & Company’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 | $754K | Buy |
6,894
+508
| +8% | +$55.5K | 0.34% | 68 |
|
|
2025
Q1 | $668K | Buy |
6,386
+902
| +16% | +$94.3K | 0.33% | 73 |
|
|
2024
Q4 | $632K | Buy |
5,484
+772
| +16% | +$88.9K | 0.33% | 71 |
|
|
2024
Q3 | $551K | Buy |
4,712
+238
| +5% | +$27.8K | 0.29% | 73 |
|
|
2024
Q2 | $477K | Buy |
4,474
+152
| +4% | +$16.2K | 0.28% | 74 |
|
|
2024
Q1 | $478K | Sell |
4,322
-215
| -5% | -$23.8K | 0.29% | 72 |
|
|
2023
Q4 | $491K | Buy |
4,537
+80
| +2% | +$8.66K | 0.34% | 64 |
|
|
2023
Q3 | $420K | Buy |
4,457
+172
| +4% | +$16.2K | 0.33% | 65 |
|
|
2023
Q2 | $427K | Sell |
4,285
-47
| -1% | -$4.68K | 0.32% | 65 |
|
|
2023
Q1 | $419K | Sell |
4,332
-278
| -6% | -$26.9K | 0.31% | 65 |
|
|
2022
Q4 | $436K | Sell |
4,610
-1,402
| -23% | -$133K | 0.34% | 58 |
|
|
2022
Q3 | $524K | Buy |
6,012
+37
| +0.6% | +$3.23K | 0.47% | 42 |
|
|
2022
Q2 | $552K | Sell |
5,975
-1,663
| -22% | -$154K | 0.48% | 44 |
|
|
2022
Q1 | $824K | Sell |
7,638
-235
| -3% | -$25.4K | 0.63% | 30 |
|
|
2021
Q4 | $902K | Buy |
+7,873
| New | +$902K | 0.69% | 21 |
|