Cahill 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
Q1 | $10M | Buy |
95,897
+2,181
| +2% | +$228K | 5.1% | 4 |
|
|
2024
Q4 | $10.8M | Buy |
93,716
+1,873
| +2% | +$216K | 5.51% | 3 |
|
|
2024
Q3 | $10.7M | Buy |
91,843
+4,388
| +5% | +$513K | 5.54% | 4 |
|
|
2024
Q2 | $9.33M | Buy |
87,455
+2,453
| +3% | +$262K | 5.56% | 4 |
|
|
2024
Q1 | $9.39M | Buy |
85,002
+1,487
| +2% | +$164K | 5.47% | 5 |
|
|
2023
Q4 | $9.04M | Buy |
83,515
+6,490
| +8% | +$703K | 6.08% | 3 |
|
|
2023
Q3 | $7.27M | Buy |
77,025
+2,919
| +4% | +$275K | 5.58% | 4 |
|
|
2023
Q2 | $7.38M | Buy |
74,106
+1,696
| +2% | +$169K | 5.1% | 5 |
|
|
2023
Q1 | $7M | Buy |
72,410
+145
| +0.2% | +$14K | 5.17% | 5 |
|
|
2022
Q4 | $7.59M | Buy |
72,265
+6,434
| +10% | +$675K | 5.51% | 5 |
|
|
2022
Q3 | $5.74M | Sell |
65,831
-3,301
| -5% | -$288K | 5.12% | 5 |
|
|
2022
Q2 | $6.39M | Buy |
69,132
+5,809
| +9% | +$537K | 5.4% | 4 |
|
|
2022
Q1 | $6.83M | Buy |
+63,323
| New | +$6.83M | 5.07% | 4 |
|