Channel Wealth’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 | $302K | Buy |
+2,759
| New | +$302K | 0.09% | 139 |
|
|
2024
Q4 | – | Sell |
-1,723
| Closed | -$202K | – | 167 |
|
|
2024
Q3 | $202K | Buy |
+1,723
| New | +$202K | 0.07% | 157 |
|
|
2024
Q2 | – | Sell |
-1,952
| Closed | -$216K | – | 175 |
|
|
2024
Q1 | $216K | Sell |
1,952
-237
| -11% | -$26.2K | 0.09% | 166 |
|
|
2023
Q4 | $237K | Buy |
2,189
+12
| +0.6% | +$1.3K | 0.11% | 151 |
|
|
2023
Q3 | $205K | Sell |
2,177
-706
| -24% | -$66.6K | 0.12% | 160 |
|
|
2023
Q2 | $287K | Sell |
2,883
-562
| -16% | -$56K | 0.17% | 132 |
|
|
2023
Q1 | $333K | Buy |
+3,445
| New | +$333K | 0.21% | 119 |
|