DJYG
David J. Yvars Group’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 | $2.08M | Buy |
19,067
+11,264
| +144% | +$1.23M | 1.22% | 17 |
|
|
2025
Q1 | $816K | Sell |
7,803
-913
| -10% | -$95.5K | 0.64% | 25 |
|
|
2024
Q4 | $1M | Sell |
8,716
-242
| -3% | -$27.9K | 0.61% | 28 |
|
|
2024
Q3 | $1.05M | Sell |
8,958
-100
| -1% | -$11.7K | 0.65% | 27 |
|
|
2024
Q2 | $966K | Sell |
9,058
-839
| -8% | -$89.5K | 0.6% | 27 |
|
|
2024
Q1 | $1.09M | Buy |
9,897
+569
| +6% | +$62.9K | 0.74% | 25 |
|
|
2023
Q4 | $1.01M | Sell |
9,328
-2,080
| -18% | -$225K | 0.81% | 21 |
|
|
2023
Q3 | $1.08M | Sell |
11,408
-30
| -0.3% | -$2.83K | 0.9% | 21 |
|
|
2023
Q2 | $1.14M | Sell |
11,438
-6,314
| -36% | -$629K | 0.94% | 20 |
|
|
2023
Q1 | $1.71M | Buy |
17,752
+6,921
| +64% | +$668K | 1.55% | 20 |
|
|
2022
Q4 | $1.03M | Sell |
10,831
-143
| -1% | -$13.5K | 1.29% | 15 |
|
|
2022
Q3 | $958K | Sell |
10,974
-1,230
| -10% | -$107K | 1.06% | 20 |
|
|
2022
Q2 | $1.14M | Sell |
12,204
-433
| -3% | -$40.3K | 1.55% | 12 |
|
|
2022
Q1 | $1.37M | Buy |
12,637
+70
| +0.6% | +$7.57K | 0.95% | 26 |
|
|
2021
Q4 | $1.44M | Sell |
12,567
-402
| -3% | -$46K | 0.89% | 23 |
|
|
2021
Q3 | $1.44M | Sell |
12,969
-1,177
| -8% | -$131K | 0.84% | 22 |
|
|
2021
Q2 | $1.6M | Buy |
14,146
+2,013
| +17% | +$227K | 0.9% | 24 |
|
|
2021
Q1 | $1.32M | Buy |
12,133
+2,299
| +23% | +$249K | 0.84% | 24 |
|
|
2020
Q4 | $903K | Buy |
+9,834
| New | +$903K | 0.61% | 24 |
|