Chemistry Wealth Management’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 | $1.2M | Hold |
10,945
| – | – | 0.26% | 64 |
|
|
2025
Q1 | $1.14M | Hold |
10,945
| – | – | 0.27% | 59 |
|
|
2024
Q4 | $1.26M | Hold |
10,945
| – | – | 0.3% | 53 |
|
|
2024
Q3 | $1.28M | Hold |
10,945
| – | – | 0.3% | 56 |
|
|
2024
Q2 | $1.17M | Sell |
10,945
-474
| -4% | -$50.6K | 0.3% | 53 |
|
|
2024
Q1 | $1.26M | Sell |
11,419
-159
| -1% | -$17.6K | 0.34% | 48 |
|
|
2023
Q4 | $1.25M | Sell |
11,578
-34
| -0.3% | -$3.68K | 0.38% | 48 |
|
|
2023
Q3 | $1.1M | Buy |
11,612
+93
| +0.8% | +$8.77K | 0.36% | 50 |
|
|
2023
Q2 | $1.15M | Hold |
11,519
| – | – | 0.37% | 47 |
|
|
2023
Q1 | $1.11M | Sell |
11,519
-276
| -2% | -$26.7K | 0.39% | 47 |
|
|
2022
Q4 | $1.12M | Hold |
11,795
| – | – | 0.44% | 45 |
|
|
2022
Q3 | $1.03M | Hold |
11,795
| – | – | 0.41% | 43 |
|
|
2022
Q2 | $1.09M | Hold |
11,795
| – | – | 0.42% | 40 |
|
|
2022
Q1 | $1.27M | Buy |
+11,795
| New | +$1.27M | 0.44% | 41 |
|