DDD Partners’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 | $323K | Hold |
2,959
| – | – | 0.03% | 95 |
|
|
2025
Q1 | $309K | Sell |
2,959
-35
| -1% | -$3.66K | 0.04% | 87 |
|
|
2024
Q4 | $345K | Buy |
2,994
+35
| +1% | +$4.03K | 0.04% | 82 |
|
|
2024
Q3 | $346K | Hold |
2,959
| – | – | 0.04% | 82 |
|
|
2024
Q2 | $316K | Sell |
2,959
-31
| -1% | -$3.31K | 0.04% | 83 |
|
|
2024
Q1 | $330K | Buy |
2,990
+31
| +1% | +$3.43K | 0.04% | 78 |
|
|
2023
Q4 | $320K | Sell |
2,959
-290
| -9% | -$31.4K | 0.04% | 75 |
|
|
2023
Q3 | $300K | Hold |
3,249
| – | – | 0.04% | 77 |
|
|
2023
Q2 | $324K | Hold |
3,249
| – | – | 0.04% | 74 |
|
|
2023
Q1 | $314K | Hold |
3,249
| – | – | 0.05% | 67 |
|
|
2022
Q4 | $307K | Hold |
3,249
| – | – | 0.05% | 65 |
|
|
2022
Q3 | $283K | Hold |
3,249
| – | – | 0.05% | 74 |
|
|
2022
Q2 | $300K | Hold |
3,249
| – | – | 0.05% | 68 |
|
|
2022
Q1 | $351K | Hold |
3,249
| – | – | 0.05% | 67 |
|
|
2021
Q4 | $372K | Buy |
+3,249
| New | +$372K | 0.05% | 72 |
|