Denver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
2,689
+73
| +3% | +$7.98K | 0.12% | 71 |
|
|
2025
Q1 | $274K | Sell |
2,616
-3
| -0.1% | -$314 | 0.12% | 75 |
|
|
2024
Q4 | $302K | Buy |
2,619
+5
| +0.2% | +$576 | 0.14% | 69 |
|
|
2024
Q3 | $306K | Buy |
2,614
+132
| +5% | +$15.4K | 0.14% | 73 |
|
|
2024
Q2 | $265K | Buy |
2,482
+2
| +0.1% | +$213 | 0.13% | 72 |
|
|
2024
Q1 | $274K | Buy |
2,480
+1
| +0% | +$111 | 0.14% | 69 |
|
|
2023
Q4 | $268K | Buy |
+2,479
| New | +$268K | 0.15% | 63 |
|