Correct Capital 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 | $487K | Sell |
4,459
-677
| -13% | -$74K | 0.07% | 84 |
|
|
2025
Q1 | $537K | Sell |
5,136
-1
| -0% | -$105 | 0.09% | 74 |
|
|
2024
Q4 | $592K | Buy |
5,137
+52
| +1% | +$5.99K | 0.12% | 68 |
|
|
2024
Q3 | $595K | Sell |
5,085
-279
| -5% | -$32.6K | 0.13% | 69 |
|
|
2024
Q2 | $572K | Sell |
5,364
-173
| -3% | -$18.5K | 0.13% | 66 |
|
|
2024
Q1 | $612K | Sell |
5,537
-1,871
| -25% | -$207K | 0.14% | 76 |
|
|
2023
Q4 | $802K | Buy |
+7,408
| New | +$802K | 0.2% | 52 |
|