Callan Family Office’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 | $8.34M | Buy |
76,304
+9,399
| +14% | +$1.03M | 0.26% | 78 |
|
|
2025
Q1 | $7M | Buy |
66,905
+758
| +1% | +$79.3K | 0.52% | 35 |
|
|
2024
Q4 | $7.62M | Buy |
66,147
+6,849
| +12% | +$789K | 0.48% | 37 |
|
|
2024
Q3 | $6.94M | Buy |
59,298
+13,114
| +28% | +$1.53M | 1.17% | 19 |
|
|
2024
Q2 | $4.93M | Buy |
46,184
+9,796
| +27% | +$1.04M | 0.95% | 24 |
|
|
2024
Q1 | $4.02M | Buy |
36,388
+2,519
| +7% | +$278K | 0.94% | 24 |
|
|
2023
Q4 | $3.67M | Buy |
33,869
+2,988
| +10% | +$323K | 0.91% | 27 |
|
|
2023
Q3 | $2.91M | Buy |
30,881
+4,303
| +16% | +$406K | 0.78% | 27 |
|
|
2023
Q2 | $2.65M | Sell |
26,578
-288
| -1% | -$28.7K | 0.7% | 27 |
|
|
2023
Q1 | $2.6M | Buy |
26,866
+6,032
| +29% | +$583K | 0.63% | 28 |
|
|
2022
Q4 | $1.97M | Buy |
+20,834
| New | +$1.97M | 0.64% | 26 |
|