Creative Capital Management Investments’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 | $139K | Sell |
1,275
-400
| -24% | -$43.7K | 0.05% | 68 |
|
|
2025
Q1 | $175K | Buy |
1,675
+400
| +31% | +$41.8K | 0.07% | 53 |
|
|
2024
Q4 | $147K | Buy |
1,275
+2
| +0.2% | +$230 | 0.06% | 61 |
|
|
2024
Q3 | $149K | Buy |
1,273
+423
| +50% | +$49.5K | 0.06% | 56 |
|
|
2024
Q2 | $90.7K | Sell |
850
-70
| -8% | -$7.47K | 0.04% | 66 |
|
|
2024
Q1 | $102K | Buy |
920
+70
| +8% | +$7.74K | 0.05% | 62 |
|
|
2023
Q4 | $92K | Hold |
850
| – | – | 0.05% | 61 |
|
|
2023
Q3 | $80.2K | Hold |
850
| – | – | 0.06% | 68 |
|
|
2023
Q2 | $84.7K | Hold |
850
| – | – | 0.06% | 66 |
|
|
2023
Q1 | $82.2K | Buy |
850
+800
| +1,600% | +$77.4K | 0.06% | 79 |
|
|
2022
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 143 |
|