DHJJ Financial Advisors’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 | $1.49M | Buy |
13,667
+811
| +6% | +$88.6K | 0.54% | 33 |
|
|
2025
Q1 | $1.34M | Buy |
12,856
+7
| +0.1% | +$732 | 0.54% | 37 |
|
|
2024
Q4 | $1.48M | Sell |
12,849
-277
| -2% | -$31.9K | 0.58% | 31 |
|
|
2024
Q3 | $1.54M | Buy |
13,126
+12,786
| +3,761% | +$1.5M | 0.61% | 32 |
|
|
2024
Q2 | $36.2K | Buy |
340
+273
| +407% | +$29.1K | 0.02% | 316 |
|
|
2024
Q1 | $7.37K | Hold |
67
| – | – | ﹤0.01% | 474 |
|
|
2023
Q4 | $7.21K | Buy |
67
+1
| +2% | +$108 | ﹤0.01% | 468 |
|
|
2023
Q3 | $6.27K | Buy |
+66
| New | +$6.27K | ﹤0.01% | 472 |
|