Brady Family Wealth’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 | $1.94M | Sell |
17,708
-580
| -3% | -$63.4K | 0.6% | 47 |
|
|
2025
Q1 | $1.91M | Sell |
18,288
-923
| -5% | -$96.5K | 0.61% | 48 |
|
|
2024
Q4 | $2.21M | Sell |
19,211
-1,352
| -7% | -$156K | 0.68% | 46 |
|
|
2024
Q3 | $2.41M | Sell |
20,563
-154
| -0.7% | -$18K | 0.72% | 45 |
|
|
2024
Q2 | $2.21M | Sell |
20,717
-175
| -0.8% | -$18.7K | 0.71% | 46 |
|
|
2024
Q1 | $2.31M | Sell |
20,892
-68
| -0.3% | -$7.52K | 0.75% | 44 |
|
|
2023
Q4 | $2.27M | Buy |
20,960
+54
| +0.3% | +$5.85K | 0.78% | 44 |
|
|
2023
Q3 | $1.97M | Sell |
20,906
-391
| -2% | -$36.9K | 0.76% | 46 |
|
|
2023
Q2 | $2.12M | Sell |
21,297
-66
| -0.3% | -$6.58K | 0.79% | 45 |
|
|
2023
Q1 | $2.07M | Buy |
21,363
+1
| +0% | +$97 | 0.82% | 44 |
|
|
2022
Q4 | $2.02M | Buy |
+21,362
| New | +$2.02M | 0.83% | 44 |
|