Econ Financial Services’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 | $11.8M | Buy |
108,200
+2,645
| +3% | +$289K | 6.09% | 2 |
|
|
2025
Q1 | $11M | Buy |
105,555
+29,536
| +39% | +$3.09M | 5.88% | 2 |
|
|
2024
Q4 | $8.76M | Buy |
76,019
+40,073
| +111% | +$4.62M | 5.03% | 3 |
|
|
2024
Q3 | $4.2M | Sell |
35,946
-31,355
| -47% | -$3.67M | 2.35% | 6 |
|
|
2024
Q2 | $7.18M | Buy |
67,301
+5,622
| +9% | +$600K | 4.45% | 3 |
|
|
2024
Q1 | $6.82M | Buy |
61,679
+1,208
| +2% | +$134K | 4.23% | 5 |
|
|
2023
Q4 | $6.55M | Sell |
60,471
-3,739
| -6% | -$405K | 4.61% | 5 |
|
|
2023
Q3 | $6.06M | Buy |
64,210
+1,402
| +2% | +$132K | 4.42% | 5 |
|
|
2023
Q2 | $6.26M | Buy |
62,808
+27,074
| +76% | +$2.7M | 4.42% | 2 |
|
|
2023
Q1 | $3.46M | Buy |
+35,734
| New | +$3.46M | 2.62% | 6 |
|
|
2022
Q3 | – | Sell |
-19,964
| Closed | -$1.85M | – | 88 |
|
|
2022
Q2 | $1.85M | Buy |
19,964
+233
| +1% | +$21.5K | 1.49% | 32 |
|
|
2022
Q1 | $2.13M | Buy |
19,731
+19,258
| +4,071% | +$2.08M | 1.58% | 28 |
|
|
2021
Q4 | $54K | Buy |
+473
| New | +$54K | 0.04% | 94 |
|