Dechtman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $21.1M | Sell |
183,391
-1,674
| -0.9% | -$193K | 4.08% | 8 |
|
|
2024
Q3 | $21.6M | Sell |
185,065
-2,657
| -1% | -$311K | 4.43% | 8 |
|
|
2024
Q2 | $20M | Sell |
187,722
-5,629
| -3% | -$600K | 4.48% | 8 |
|
|
2024
Q1 | $21.4M | Sell |
193,351
-5,181
| -3% | -$573K | 4.99% | 8 |
|
|
2023
Q4 | $21.5M | Sell |
198,532
-33,244
| -14% | -$3.6M | 5.65% | 7 |
|
|
2023
Q3 | $21.9M | Sell |
231,776
-6,010
| -3% | -$567K | 6.48% | 7 |
|
|
2023
Q2 | $23.7M | Buy |
+237,786
| New | +$23.7M | 7.06% | 5 |
|