Davies Financial Advisors’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 | $1.19M | Sell |
10,851
-1,699
| -14% | -$186K | 0.92% | 25 |
|
|
2025
Q1 | $1.31M | Buy |
12,550
+758
| +6% | +$79.3K | 1.12% | 20 |
|
|
2024
Q4 | $1.36M | Buy |
11,792
+3,097
| +36% | +$357K | 1.16% | 19 |
|
|
2024
Q3 | $1.02M | Buy |
8,695
+6,102
| +235% | +$714K | 0.89% | 27 |
|
|
2024
Q2 | $277K | Sell |
2,593
-179
| -6% | -$19.1K | 0.26% | 56 |
|
|
2024
Q1 | $306K | Buy |
+2,772
| New | +$306K | 0.31% | 47 |
|