Darden Wealth Group’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 | $1.46M | Sell |
13,350
-1,196
| -8% | -$131K | 0.88% | 25 |
|
|
2025
Q1 | $1.52M | Sell |
14,546
-380
| -3% | -$39.7K | 1.18% | 18 |
|
|
2024
Q4 | $1.72M | Buy |
14,926
+15
| +0.1% | +$1.73K | 1.16% | 16 |
|
|
2024
Q3 | $1.74M | Buy |
14,911
+262
| +2% | +$30.6K | 1.25% | 16 |
|
|
2024
Q2 | $1.56M | Sell |
14,649
-706
| -5% | -$75.3K | 0.94% | 18 |
|
|
2024
Q1 | $1.7M | Sell |
15,355
-298
| -2% | -$32.9K | 1.33% | 16 |
|
|
2023
Q4 | $1.69M | Buy |
+15,653
| New | +$1.69M | 1.63% | 14 |
|