Financial Insights’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 | $209K | Buy |
+1,912
| New | +$209K | 0.08% | 123 |
|
|
2025
Q1 | – | Sell |
-1,912
| Closed | -$220K | – | 116 |
|
|
2024
Q4 | $220K | Sell |
1,912
-2,106
| -52% | -$243K | 0.08% | 101 |
|
|
2024
Q3 | $470K | Sell |
4,018
-1,029
| -20% | -$120K | 0.15% | 90 |
|
|
2024
Q2 | $538K | Buy |
5,047
+184
| +4% | +$19.6K | 0.15% | 93 |
|
|
2024
Q1 | $537K | Hold |
4,863
| – | – | 0.15% | 97 |
|
|
2023
Q4 | $526K | Sell |
4,863
-140
| -3% | -$15.2K | 0.16% | 94 |
|
|
2023
Q3 | $445K | Sell |
5,003
-132
| -3% | -$11.7K | 0.16% | 99 |
|
|
2023
Q2 | $512K | Buy |
5,135
+381
| +8% | +$38K | 0.19% | 94 |
|
|
2023
Q1 | $460K | Sell |
4,754
-639
| -12% | -$61.8K | 0.19% | 91 |
|
|
2022
Q4 | $510K | Buy |
5,393
+703
| +15% | +$66.5K | 0.24% | 79 |
|
|
2022
Q3 | $409K | Buy |
+4,690
| New | +$409K | 0.28% | 74 |
|
|
2021
Q3 | – | Sell |
-552
| Closed | -$624K | – | 147 |
|
|
2021
Q2 | $624K | Buy |
+552
| New | +$624K | 0.05% | 141 |
|