Burkett Financial Services’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 | $8.59M | Buy |
78,564
+8,894
| +13% | +$972K | 3.09% | 10 |
|
|
2025
Q1 | $7.29M | Buy |
69,670
+2,889
| +4% | +$302K | 2.97% | 9 |
|
|
2024
Q4 | $7.69M | Buy |
66,781
+139
| +0.2% | +$16K | 3.15% | 9 |
|
|
2024
Q3 | $7.79M | Buy |
66,642
+2,387
| +4% | +$279K | 3.22% | 9 |
|
|
2024
Q2 | $6.85M | Buy |
64,255
+2,398
| +4% | +$256K | 3.52% | 7 |
|
|
2024
Q1 | $6.84M | Buy |
61,857
+772
| +1% | +$85.3K | 3.52% | 7 |
|
|
2023
Q4 | $6.61M | Buy |
+61,085
| New | +$6.61M | 3.68% | 7 |
|