Catalyst 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 | $28.8M | Buy |
263,882
+6,736
| +3% | +$736K | 3.15% | 4 |
|
|
2025
Q1 | $26.9M | Buy |
257,146
+5,316
| +2% | +$556K | 4.95% | 3 |
|
|
2024
Q4 | $29M | Buy |
251,830
+15,665
| +7% | +$1.8M | 5.45% | 3 |
|
|
2024
Q3 | $27.6M | Buy |
236,165
+32,455
| +16% | +$3.8M | 5.4% | 3 |
|
|
2024
Q2 | $21.7M | Buy |
203,710
+31,508
| +18% | +$3.36M | 4.77% | 3 |
|
|
2024
Q1 | $17.6M | Buy |
172,202
+6,096
| +4% | +$623K | 4.53% | 4 |
|
|
2023
Q4 | $18M | Buy |
166,106
+22,924
| +16% | +$2.48M | 5.08% | 3 |
|
|
2023
Q3 | $13.5M | Buy |
143,182
+29,837
| +26% | +$2.81M | 4.36% | 5 |
|
|
2023
Q2 | $11.3M | Buy |
113,345
+16,857
| +17% | +$1.68M | 4.03% | 6 |
|
|
2023
Q1 | $9.33M | Buy |
96,488
+12,110
| +14% | +$1.17M | 3.99% | 6 |
|
|
2022
Q4 | $7.99M | Buy |
+84,378
| New | +$7.99M | 4.11% | 5 |
|