Dopkins 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 | Sell |
2,690
-11
| -0.4% | -$1.2K | 0.13% | 63 |
|
|
2025
Q1 | $282K | Hold |
2,701
| – | – | 0.14% | 64 |
|
|
2024
Q4 | $311K | Buy |
+2,701
| New | +$311K | 0.16% | 62 |
|
|
2024
Q3 | – | Sell |
-2,701
| Closed | -$288K | – | 80 |
|
|
2024
Q2 | $288K | Sell |
2,701
-110
| -4% | -$11.7K | 0.18% | 62 |
|
|
2024
Q1 | $311K | Buy |
+2,811
| New | +$311K | 0.19% | 58 |
|
|
2022
Q1 | – | Sell |
-1,769
| Closed | -$203K | – | 39 |
|
|
2021
Q4 | $203K | Buy |
+1,769
| New | +$203K | 0.2% | 36 |
|