CAM
Creekmur Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $377K | Sell |
3,449
-9,543
| -73% | -$1.04M | 0.07% | 150 |
|
2025
Q1 | $1.36M | Sell |
12,992
-40,216
| -76% | -$4.21M | 0.28% | 41 |
|
2024
Q4 | $6.13M | Buy |
53,208
+15,258
| +40% | +$1.76M | 1.4% | 17 |
|
2024
Q3 | $4.44M | Buy |
37,950
+2,280
| +6% | +$267K | 1.04% | 17 |
|
2024
Q2 | $3.8M | Buy |
35,670
+2,719
| +8% | +$290K | 0.98% | 19 |
|
2024
Q1 | $3.64M | Sell |
32,951
-16,359
| -33% | -$1.81M | 1.25% | 16 |
|
2023
Q4 | $5.34M | Buy |
+49,310
| New | +$5.34M | 1.66% | 13 |
|