CJM Wealth Advisers’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 | $22.4M | Buy |
205,381
+640
| +0.3% | +$69.9K | 7.47% | 4 |
|
|
2025
Q1 | $21.4M | Buy |
204,741
+1,377
| +0.7% | +$144K | 7.56% | 4 |
|
|
2024
Q4 | $23.4M | Buy |
203,364
+4,266
| +2% | +$492K | 7.89% | 4 |
|
|
2024
Q3 | $23.3M | Buy |
199,098
+4,777
| +2% | +$559K | 7.98% | 4 |
|
|
2024
Q2 | $20.6M | Buy |
194,321
+2,624
| +1% | +$278K | 7.57% | 4 |
|
|
2024
Q1 | $21.2M | Sell |
191,697
-216
| -0.1% | -$23.9K | 8.03% | 4 |
|
|
2023
Q4 | $20.8M | Sell |
191,913
-5,133
| -3% | -$556K | 9.17% | 4 |
|
|
2023
Q3 | $18.6M | Sell |
197,046
-5,733
| -3% | -$541K | 9.04% | 4 |
|
|
2023
Q2 | $20.2M | Sell |
202,779
-9,066
| -4% | -$903K | 10.26% | 3 |
|
|
2023
Q1 | $20.5M | Buy |
211,845
+7,165
| +4% | +$693K | 11.66% | 3 |
|
|
2022
Q4 | $19.4M | Buy |
204,680
+7,287
| +4% | +$690K | 11.91% | 3 |
|
|
2022
Q3 | $17.2M | Buy |
197,393
+5,022
| +3% | +$438K | 12.25% | 3 |
|
|
2022
Q2 | $17.8M | Buy |
192,371
+105,544
| +122% | +$9.75M | 12.35% | 3 |
|
|
2022
Q1 | $9.37M | Buy |
86,827
+17,824
| +26% | +$1.92M | 6.41% | 3 |
|
|
2021
Q4 | $7.9M | Buy |
+69,003
| New | +$7.9M | 5.62% | 4 |
|