Destiny Capital’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 | $1.09M | Buy |
10,017
+1,574
| +19% | +$172K | 0.66% | 19 |
|
|
2025
Q1 | $883K | Sell |
8,443
-5,179
| -38% | -$542K | 0.6% | 21 |
|
|
2024
Q4 | $1.57M | Buy |
13,622
+810
| +6% | +$93.3K | 0.95% | 17 |
|
|
2024
Q3 | $1.47M | Buy |
12,812
+3,751
| +41% | +$431K | 0.91% | 18 |
|
|
2024
Q2 | $966K | Buy |
9,061
+981
| +12% | +$105K | 0.66% | 21 |
|
|
2024
Q1 | $893K | Buy |
8,080
+641
| +9% | +$70.8K | 0.62% | 21 |
|
|
2023
Q4 | $805K | Buy |
+7,439
| New | +$805K | 0.56% | 24 |
|
|
2023
Q2 | $408K | Buy |
4,095
+1,627
| +66% | +$162K | 0.32% | 33 |
|
|
2023
Q1 | $239K | Buy |
+2,468
| New | +$239K | 0.19% | 42 |
|