Cascade Financial Partners’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 | $421K | Buy |
3,851
+134
| +4% | +$14.6K | 0.05% | 172 |
|
|
2025
Q1 | $389K | Sell |
3,717
-13
| -0.3% | -$1.36K | 0.05% | 175 |
|
|
2024
Q4 | $430K | Buy |
3,730
+132
| +4% | +$15.2K | 0.06% | 151 |
|
|
2024
Q3 | $415K | Buy |
3,598
+1,283
| +55% | +$148K | 0.05% | 157 |
|
|
2024
Q2 | $247K | Buy |
2,315
+36
| +2% | +$3.84K | 0.03% | 199 |
|
|
2024
Q1 | $238K | Buy |
+2,279
| New | +$238K | 0.03% | 201 |
|