Boyd Wealth 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 | $4.24M | Sell |
38,819
-846
| -2% | -$92.5K | 1.84% | 12 |
|
|
2025
Q1 | $4.15M | Buy |
39,665
+1,396
| +4% | +$146K | 2.07% | 10 |
|
|
2024
Q4 | $4.41M | Sell |
38,269
-2,327
| -6% | -$268K | 2.17% | 11 |
|
|
2024
Q3 | $4.75M | Sell |
40,596
-13,230
| -25% | -$1.55M | 2.41% | 12 |
|
|
2024
Q2 | $5.74M | Buy |
53,826
+2,080
| +4% | +$222K | 3.17% | 11 |
|
|
2024
Q1 | $5.72M | Sell |
51,746
-43,553
| -46% | -$4.81M | 3.27% | 9 |
|
|
2023
Q4 | $10.3M | Buy |
95,299
+25,273
| +36% | +$2.74M | 6.41% | 5 |
|
|
2023
Q3 | $6.61M | Buy |
70,026
+29,560
| +73% | +$2.79M | 4.44% | 7 |
|
|
2023
Q2 | $4.03M | Sell |
40,466
-82,526
| -67% | -$8.22M | 2.45% | 13 |
|
|
2023
Q1 | $11.9M | Buy |
122,992
+77,357
| +170% | +$7.48M | 8.26% | 5 |
|
|
2022
Q4 | $4.32M | Sell |
45,635
-26,021
| -36% | -$2.46M | 3.17% | 10 |
|
|
2022
Q3 | $6.25M | Buy |
71,656
+34,553
| +93% | +$3.01M | 5% | 8 |
|
|
2022
Q2 | $3.43M | Sell |
37,103
-2,034
| -5% | -$188K | 2.8% | 10 |
|
|
2022
Q1 | $4.22M | Buy |
39,137
+8,431
| +27% | +$910K | 3.16% | 10 |
|
|
2021
Q4 | $3.52M | Buy |
+30,706
| New | +$3.52M | 2.55% | 12 |
|