Ehrlich 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 | $1.45M | Buy |
13,246
+952
| +8% | +$104K | 0.94% | 31 |
|
|
2025
Q1 | $1.29M | Buy |
12,294
+3,551
| +41% | +$371K | 0.94% | 33 |
|
|
2024
Q4 | $1.01M | Buy |
8,743
+6,357
| +266% | +$732K | 0.72% | 32 |
|
|
2024
Q3 | $279K | Sell |
2,386
-107
| -4% | -$12.5K | 0.2% | 80 |
|
|
2024
Q2 | $266K | Sell |
2,493
-3,098
| -55% | -$330K | 0.21% | 79 |
|
|
2024
Q1 | $618K | Sell |
5,591
-12,248
| -69% | -$1.35M | 0.52% | 44 |
|
|
2023
Q4 | $1.93M | Buy |
+17,839
| New | +$1.93M | 1.94% | 17 |
|