Buttonwood Financial Advisors’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 | $381K | Sell |
3,487
-78
| -2% | -$8.52K | 0.15% | 81 |
|
|
2025
Q1 | $373K | Sell |
3,565
-469
| -12% | -$49K | 0.16% | 77 |
|
|
2024
Q4 | $465K | Sell |
4,034
-246
| -6% | -$28.3K | 0.2% | 75 |
|
|
2024
Q3 | $501K | Sell |
4,280
-515
| -11% | -$60.2K | 0.22% | 73 |
|
|
2024
Q2 | $511K | Sell |
4,795
-785
| -14% | -$83.7K | 0.24% | 72 |
|
|
2024
Q1 | $617K | Sell |
5,580
-286
| -5% | -$31.6K | 0.29% | 62 |
|
|
2023
Q4 | $635K | Sell |
5,866
-506
| -8% | -$54.8K | 0.35% | 59 |
|
|
2023
Q3 | $601K | Buy |
6,372
+2,277
| +56% | +$215K | 0.38% | 58 |
|
|
2023
Q2 | $408K | Buy |
+4,095
| New | +$408K | 0.26% | 70 |
|