Buck Wealth Strategies’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 | $7.04M | Sell |
64,448
-8,596
| -12% | -$939K | 1.07% | 36 |
|
|
2025
Q1 | $7.64M | Sell |
73,044
-46,866
| -39% | -$4.9M | 1.39% | 33 |
|
|
2024
Q4 | $13.8M | Buy |
119,910
+51,468
| +75% | +$5.93M | 2.87% | 7 |
|
|
2024
Q3 | $8.01M | Sell |
68,442
-3,161
| -4% | -$370K | 2.52% | 11 |
|
|
2024
Q2 | $7.64M | Buy |
+71,603
| New | +$7.64M | 2.25% | 16 |
|
|
2024
Q1 | – | Sell |
-62,735
| Closed | -$6.79M | – | 86 |
|
|
2023
Q4 | $6.79M | Buy |
62,735
+1,922
| +3% | +$208K | 2.52% | 24 |
|
|
2023
Q3 | $5.74M | Buy |
+60,813
| New | +$5.74M | 2.31% | 17 |
|
|
2022
Q3 | $5.23M | Buy |
+55,437
| New | +$5.23M | 2.45% | 18 |
|