Cherry Tree 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 | $419K | Sell |
3,833
-1,596
| -29% | -$174K | 0.1% | 105 |
|
|
2025
Q1 | $568K | Hold |
5,429
| – | – | 0.14% | 84 |
|
|
2024
Q4 | $626K | Buy |
5,429
+867
| +19% | +$99.9K | 0.15% | 81 |
|
|
2024
Q3 | $534K | Hold |
4,562
| – | – | 0.13% | 92 |
|
|
2024
Q2 | $487K | Hold |
4,562
| – | – | 0.12% | 90 |
|
|
2024
Q1 | $504K | Hold |
4,562
| – | – | 0.13% | 85 |
|
|
2023
Q4 | $494K | Hold |
4,562
| – | – | 0.13% | 87 |
|
|
2023
Q3 | $430K | Sell |
4,562
-41
| -0.9% | -$3.87K | 0.13% | 87 |
|
|
2023
Q2 | $459K | Buy |
+4,603
| New | +$459K | 0.13% | 89 |
|