Christensen King & Associates Investment Services’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 | $1.05M | Buy |
9,589
+65
| +0.7% | +$7.1K | 0.48% | 34 |
|
|
2025
Q1 | $1.02M | Sell |
9,524
-655
| -6% | -$70.3K | 0.49% | 34 |
|
|
2024
Q4 | $1.19M | Buy |
10,179
+272
| +3% | +$31.7K | 0.56% | 30 |
|
|
2024
Q3 | $1.16M | Buy |
9,907
+2,548
| +35% | +$298K | 0.55% | 32 |
|
|
2024
Q2 | $785K | Buy |
7,359
+2,136
| +41% | +$228K | 0.39% | 39 |
|
|
2024
Q1 | $577K | Buy |
5,223
+558
| +12% | +$61.7K | 0.29% | 49 |
|
|
2023
Q4 | $505K | Buy |
+4,665
| New | +$505K | 0.27% | 51 |
|