Financial Council’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 | $500K | Hold |
4,573
| – | – | 0.24% | 47 |
|
|
2025
Q1 | $478K | Hold |
4,573
| – | – | 0.26% | 43 |
|
|
2024
Q4 | $527K | Hold |
4,573
| – | – | 0.27% | 43 |
|
|
2024
Q3 | $535K | Hold |
4,573
| – | – | 0.28% | 43 |
|
|
2024
Q2 | $488K | Hold |
4,573
| – | – | 0.27% | 43 |
|
|
2024
Q1 | $505K | Buy |
4,573
+1,093
| +31% | +$121K | 0.3% | 43 |
|
|
2023
Q4 | $377K | Hold |
3,480
| – | – | 0.25% | 45 |
|
|
2023
Q3 | $328K | Buy |
3,480
+258
| +8% | +$24.3K | 0.26% | 42 |
|
|
2023
Q2 | $321K | Buy |
3,222
+4
| +0.1% | +$399 | 0.25% | 42 |
|
|
2023
Q1 | $311K | Hold |
3,218
| – | – | 0.25% | 44 |
|
|
2022
Q4 | $305K | Buy |
+3,218
| New | +$305K | 0.19% | 48 |
|