DDFG Inc’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 | $262K | Buy |
2,399
+6
| +0.3% | +$656 | 0.07% | 68 |
|
|
2025
Q1 | $250K | Buy |
2,393
+5
| +0.2% | +$523 | 0.07% | 64 |
|
|
2024
Q4 | $275K | Buy |
2,388
+41
| +2% | +$4.73K | 0.08% | 66 |
|
|
2024
Q3 | $275K | Buy |
2,347
+141
| +6% | +$16.5K | 0.08% | 66 |
|
|
2024
Q2 | $235K | Buy |
2,206
+4
| +0.2% | +$427 | 0.07% | 68 |
|
|
2024
Q1 | $243K | Sell |
2,202
-723
| -25% | -$79.9K | 0.08% | 64 |
|
|
2023
Q4 | $317K | Sell |
2,925
-21
| -0.7% | -$2.27K | 0.11% | 56 |
|
|
2023
Q3 | $278K | Sell |
2,946
-105
| -3% | -$9.91K | 0.1% | 57 |
|
|
2023
Q2 | $304K | Buy |
3,051
+25
| +0.8% | +$2.49K | 0.11% | 57 |
|
|
2023
Q1 | $293K | Sell |
3,026
-2,643
| -47% | -$256K | 0.11% | 55 |
|
|
2022
Q4 | $536K | Buy |
+5,669
| New | +$536K | 0.22% | 41 |
|