Bradley & Co Private 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 | $31.7K | Hold |
290
| – | – | 0.02% | 88 |
|
2025
Q1 | $30.3K | Hold |
290
| – | – | 0.02% | 86 |
|
2024
Q4 | $33.4K | Buy |
+290
| New | +$33.4K | 0.02% | 83 |
|
2024
Q2 | $30.9K | Hold |
290
| – | – | 0.02% | 81 |
|
2024
Q1 | $32.1K | Hold |
290
| – | – | 0.03% | 83 |
|
2023
Q4 | $31.4K | Hold |
290
| – | – | 0.03% | 78 |
|
2023
Q3 | $27.4K | Hold |
290
| – | – | 0.03% | 82 |
|
2023
Q2 | $28.9K | Hold |
290
| – | – | 0.03% | 80 |
|
2023
Q1 | $28K | Hold |
290
| – | – | 0.03% | 82 |
|
2022
Q4 | $27.4K | Hold |
290
| – | – | 0.03% | 81 |
|
2022
Q3 | $25K | Hold |
290
| – | – | 0.03% | 89 |
|
2022
Q2 | $27K | Hold |
290
| – | – | 0.03% | 102 |
|
2022
Q1 | $31K | Hold |
290
| – | – | 0.03% | 102 |
|
2021
Q4 | $33K | Hold |
290
| – | – | 0.03% | 102 |
|
2021
Q3 | $32K | Hold |
290
| – | – | 0.03% | 106 |
|
2021
Q2 | $33K | Hold |
290
| – | – | 0.03% | 110 |
|
2021
Q1 | $31K | Buy |
+290
| New | +$31K | 0.03% | 115 |
|