EAM
Empirical Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Sell |
6,421
-201
| -3% | -$22K | 0.22% | 142 |
|
|
2025
Q1 | $692K | Sell |
6,622
-286,449
| -98% | -$30M | 0.24% | 125 |
|
|
2024
Q4 | $1.11M | Buy |
293,071
+285,676
| +3,863% | +$1.09M | 0.37% | 75 |
|
|
2024
Q3 | $865K | Buy |
7,395
+243
| +3% | +$28.4K | 0.31% | 94 |
|
|
2024
Q2 | $763K | Buy |
7,152
+5,062
| +242% | +$540K | 0.29% | 93 |
|
|
2024
Q1 | $231K | Buy |
2,090
+17
| +0.8% | +$1.88K | 0.11% | 241 |
|
|
2023
Q4 | $224K | Buy |
+2,073
| New | +$224K | 0.18% | 165 |
|
|
2023
Q3 | – | Sell |
-2,048
| Closed | -$204K | – | 180 |
|
|
2023
Q2 | $204K | Buy |
+2,048
| New | +$204K | 0.18% | 151 |
|
|
2023
Q1 | – | Sell |
-2,212
| Closed | -$201K | – | 170 |
|
|
2022
Q4 | $201K | Buy |
+2,212
| New | +$201K | 0.21% | 145 |
|
|
2022
Q2 | – | Sell |
-2,112
| Closed | -$228K | – | 169 |
|
|
2022
Q1 | $228K | Buy |
2,112
+35
| +2% | +$3.78K | 0.22% | 132 |
|
|
2021
Q4 | $238K | Buy |
+2,077
| New | +$238K | 0.23% | 135 |
|