Caitlin John’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 | – | Sell |
-1,158
| Closed | -$133K | – | 436 |
|
|
2024
Q4 | $133K | Sell |
1,158
-5
| -0.4% | -$576 | 0.09% | 150 |
|
|
2024
Q3 | $143K | Buy |
1,163
+25
| +2% | +$3.08K | 0.09% | 149 |
|
|
2024
Q2 | $121K | Sell |
1,138
-189
| -14% | -$20.2K | 0.09% | 149 |
|
|
2024
Q1 | $147K | Sell |
1,327
-165
| -11% | -$18.2K | 0.11% | 128 |
|
|
2023
Q4 | $162K | Buy |
+1,492
| New | +$162K | 0.13% | 121 |
|