Eaton Financial Holdings’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 | $1.51M | Buy |
13,795
+10,997
| +393% | +$1.2M | 0.46% | 39 |
|
2025
Q1 | $293K | Buy |
2,798
+4
| +0.1% | +$418 | 0.12% | 53 |
|
2024
Q4 | $322K | Sell |
2,794
-54,728
| -95% | -$6.31M | 0.12% | 56 |
|
2024
Q3 | $6.73M | Buy |
+57,522
| New | +$6.73M | 2.74% | 11 |
|
2024
Q1 | $271K | Buy |
2,453
+3
| +0.1% | +$332 | 0.14% | 55 |
|
2023
Q4 | $265K | Sell |
2,450
-318
| -11% | -$34.4K | 0.06% | 143 |
|
2023
Q3 | $261K | Sell |
2,768
-1
| -0% | -$94 | 0.07% | 147 |
|
2023
Q2 | $276K | Buy |
2,769
+430
| +18% | +$42.8K | 0.21% | 48 |
|
2023
Q1 | $226K | Sell |
2,339
-282
| -11% | -$27.3K | 0.18% | 51 |
|
2022
Q4 | $248K | Buy |
+2,621
| New | +$248K | 0.21% | 62 |
|