Everhart 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 | $239K | Buy |
2,187
+34
| +2% | +$3.72K | 0.03% | 310 |
|
|
2025
Q1 | $225K | Buy |
2,153
+59
| +3% | +$6.17K | 0.03% | 309 |
|
|
2024
Q4 | $241K | Sell |
2,094
-9
| -0.4% | -$1.04K | 0.05% | 282 |
|
|
2024
Q3 | $246K | Buy |
+2,103
| New | +$246K | 0.05% | 289 |
|
|
2022
Q2 | – | Sell |
-1,945
| Closed | -$210K | – | 191 |
|
|
2022
Q1 | $210K | Sell |
1,945
-15
| -0.8% | -$1.62K | 0.12% | 125 |
|
|
2021
Q4 | $224K | Sell |
1,960
-548
| -22% | -$62.6K | 0.14% | 105 |
|
|
2021
Q3 | $274K | Buy |
+2,508
| New | +$274K | 0.19% | 88 |
|