Callan Capital’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 | $319K | Hold |
3,055
| – | – | 0.02% | 267 |
|
|
2024
Q4 | $352K | Hold |
3,055
| – | – | 0.03% | 231 |
|
|
2024
Q3 | $357K | Buy |
3,055
+354
| +13% | +$41.4K | 0.03% | 237 |
|
|
2024
Q2 | $288K | Buy |
2,701
+637
| +31% | +$67.9K | 0.02% | 245 |
|
|
2024
Q1 | $228K | Hold |
2,064
| – | – | 0.02% | 256 |
|
|
2023
Q4 | $223K | Buy |
+2,064
| New | +$223K | 0.02% | 205 |
|