Elwood & Goetz Wealth Advisory 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 | $6.66M | Buy |
60,965
+2,452
| +4% | +$268K | 1.44% | 13 |
|
|
2025
Q1 | $6.12M | Buy |
58,513
+2,598
| +5% | +$272K | 1.49% | 13 |
|
|
2024
Q4 | $6.44M | Sell |
55,915
-443
| -0.8% | -$51K | 1.57% | 12 |
|
|
2024
Q3 | $6.59M | Sell |
56,358
-898
| -2% | -$105K | 1.63% | 11 |
|
|
2024
Q2 | $6.11M | Sell |
57,256
-763
| -1% | -$81.4K | 1.73% | 11 |
|
|
2024
Q1 | $6.41M | Sell |
58,019
-1,343
| -2% | -$148K | 1.56% | 15 |
|
|
2023
Q4 | $6.43M | Sell |
59,362
-2,455
| -4% | -$266K | 1.36% | 16 |
|
|
2023
Q3 | $5.83M | Sell |
61,817
-4,490
| -7% | -$424K | 1.35% | 16 |
|
|
2023
Q2 | $6.61M | Sell |
66,307
-4,157
| -6% | -$414K | 1.51% | 14 |
|
|
2023
Q1 | $6.81M | Sell |
70,464
-166,517
| -70% | -$16.1M | 1.63% | 14 |
|
|
2022
Q4 | $22.4M | Buy |
236,981
+6,637
| +3% | +$628K | 6.84% | 5 |
|
|
2022
Q3 | $20.1M | Buy |
230,344
+5,819
| +3% | +$507K | 6.78% | 5 |
|
|
2022
Q2 | $20.7M | Sell |
224,525
-9,128
| -4% | -$844K | 6.94% | 5 |
|
|
2022
Q1 | $25.2M | Buy |
233,653
+8,045
| +4% | +$868K | 7.82% | 5 |
|
|
2021
Q4 | $25.8M | Buy |
225,608
+11,005
| +5% | +$1.26M | 8.05% | 5 |
|
|
2021
Q3 | $23.4M | Buy |
214,603
+15,538
| +8% | +$1.7M | 8.09% | 5 |
|
|
2021
Q2 | $22.5M | Buy |
199,065
+6,511
| +3% | +$736K | 8.45% | 6 |
|
|
2021
Q1 | $20.9M | Sell |
192,554
-11,861
| -6% | -$1.29M | 8.67% | 6 |
|
|
2020
Q4 | $18.8M | Sell |
204,415
-8,300
| -4% | -$763K | 8.58% | 6 |
|
|
2020
Q3 | $14.9M | Buy |
212,715
+6,332
| +3% | +$445K | 8.05% | 6 |
|
|
2020
Q2 | $14.1M | Buy |
206,383
+5,482
| +3% | +$374K | 8.6% | 6 |
|
|
2020
Q1 | $11.3M | Buy |
200,901
+24,974
| +14% | +$1.4M | 8.41% | 6 |
|
|
2019
Q4 | $14.8M | Buy |
175,927
+15,429
| +10% | +$1.29M | 10.59% | 5 |
|
|
2019
Q3 | $12.5M | Buy |
160,498
+13,227
| +9% | +$1.03M | 9.89% | 5 |
|
|
2019
Q2 | $11.5M | Buy |
147,271
+9,017
| +7% | +$706K | 9.88% | 5 |
|
|
2019
Q1 | $10.7M | Buy |
138,254
+14,197
| +11% | +$1.1M | 9.8% | 6 |
|
|
2018
Q4 | $8.6M | Buy |
+124,057
| New | +$8.6M | 9.11% | 6 |
|