Consolidated Portfolio Review Corp’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 | $4.28M | Sell |
39,141
-1,771
| -4% | -$194K | 0.59% | 42 |
|
2025
Q1 | $4.28M | Buy |
40,912
+506
| +1% | +$52.9K | 0.69% | 30 |
|
2024
Q4 | $4.66M | Buy |
40,406
+24,990
| +162% | +$2.88M | 0.74% | 28 |
|
2024
Q3 | $1.8M | Buy |
15,416
+1,570
| +11% | +$184K | 0.4% | 61 |
|
2024
Q2 | $1.48M | Buy |
13,846
+2,307
| +20% | +$246K | 0.34% | 73 |
|
2024
Q1 | $1.28M | Sell |
11,539
-1,671
| -13% | -$185K | 0.33% | 82 |
|
2023
Q4 | $1.43M | Sell |
13,210
-529
| -4% | -$57.3K | 0.33% | 80 |
|
2023
Q3 | $1.3M | Sell |
13,739
-4,946
| -26% | -$467K | 0.31% | 87 |
|
2023
Q2 | $1.86M | Sell |
18,685
-746
| -4% | -$74.3K | 0.44% | 62 |
|
2023
Q1 | $1.88M | Buy |
+19,431
| New | +$1.88M | 0.51% | 54 |
|