Eley Financial Management’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
$3.25M Buy
29,753
+690
+2% +$75.4K 1.25% 28
2025
Q1
$3.05M Buy
29,063
+187
+0.6% +$19.6K 1.22% 29
2024
Q4
$3.33M Buy
28,876
+107
+0.4% +$12.3K 1.3% 28
2024
Q3
$3.36M Sell
28,769
-104
-0.4% -$12.2K 1.35% 28
2024
Q2
$3.08M Buy
28,873
+335
+1% +$35.7K 1.31% 28
2024
Q1
$3.15M Buy
28,538
+116
+0.4% +$12.8K 1.36% 29
2023
Q4
$3.08M Buy
28,422
+575
+2% +$62.2K 1.44% 25
2023
Q3
$2.64M Sell
27,847
-508
-2% -$48.2K 1.35% 25
2023
Q2
$2.83M Buy
28,355
+721
+3% +$71.8K 1.38% 26
2023
Q1
$2.67M Sell
27,634
-14
-0.1% -$1.35K 1.38% 26
2022
Q4
$2.62M Buy
+27,648
New +$2.62M 1.41% 23