Dupree Financial Group’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 | $655K | Sell |
5,992
-156
| -3% | -$17K | 0.26% | 47 |
|
|
2025
Q1 | $643K | Sell |
6,148
-70
| -1% | -$7.32K | 0.26% | 44 |
|
|
2024
Q4 | $716K | Sell |
6,218
-72
| -1% | -$8.3K | 0.33% | 39 |
|
|
2024
Q3 | $736K | Sell |
6,290
-23,447
| -79% | -$2.74M | 0.29% | 43 |
|
|
2024
Q2 | $3.17M | Sell |
29,737
-18,261
| -38% | -$1.95M | 1.44% | 25 |
|
|
2024
Q1 | $5.3M | Buy |
47,998
+436
| +0.9% | +$48.2K | 2.36% | 18 |
|
|
2023
Q4 | $5.15M | Buy |
+47,562
| New | +$5.15M | 2.52% | 17 |
|