EdgeRock Capital’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 | $814K | Buy |
+7,448
| New | +$814K | 0.26% | 44 |
|
2023
Q4 | – | Sell |
-70,680
| Closed | -$6.7M | – | 337 |
|
2023
Q3 | $6.7M | Sell |
70,680
-39,937
| -36% | -$3.79M | 4.07% | 7 |
|
2023
Q2 | $11M | Buy |
110,617
+29,180
| +36% | +$2.91M | 5.34% | 7 |
|
2023
Q1 | $7.88M | Buy |
81,437
+17,349
| +27% | +$1.68M | 4.04% | 7 |
|
2022
Q4 | $6.07M | Sell |
64,088
-177
| -0.3% | -$16.8K | 3.38% | 10 |
|
2022
Q3 | $5.6M | Buy |
64,265
+22,975
| +56% | +$2M | 3.19% | 9 |
|
2022
Q2 | $3.82M | Buy |
+41,290
| New | +$3.82M | 2.61% | 10 |
|