Financial Management Network’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 | $20.6M | Buy |
181,803
+14,482
| +9% | +$1.64M | 3.68% | 4 |
|
|
2025
Q1 | $15.6M | Buy |
167,321
+42,830
| +34% | +$4M | 3.51% | 5 |
|
|
2024
Q4 | $14.5M | Buy |
124,491
+18,121
| +17% | +$2.11M | 3.01% | 6 |
|
|
2024
Q3 | $12.3M | Buy |
106,370
+5,850
| +6% | +$677K | 2.58% | 9 |
|
|
2024
Q2 | $10.6M | Sell |
100,520
-4,098
| -4% | -$432K | 2.55% | 10 |
|
|
2024
Q1 | $11.2M | Buy |
104,618
+15,242
| +17% | +$1.63M | 2.83% | 8 |
|
|
2023
Q4 | $9.33M | Sell |
89,376
-6,249
| -7% | -$652K | 2.72% | 9 |
|
|
2023
Q3 | $8.77M | Buy |
95,625
+955
| +1% | +$87.6K | 2.9% | 10 |
|
|
2023
Q2 | $9.49M | Buy |
94,670
+106
| +0.1% | +$10.6K | 3.31% | 7 |
|
|
2023
Q1 | $8.97M | Buy |
94,564
+4,399
| +5% | +$417K | 3.6% | 6 |
|
|
2022
Q4 | $8.62M | Buy |
90,165
+6,708
| +8% | +$642K | 3.84% | 5 |
|
|
2022
Q3 | $7.74M | Buy |
83,457
+10,727
| +15% | +$995K | 3.82% | 5 |
|
|
2022
Q2 | $6.78M | Buy |
72,730
+12,394
| +21% | +$1.16M | 3.61% | 6 |
|
|
2022
Q1 | $6.55M | Buy |
60,336
+7,596
| +14% | +$825K | 3.33% | 7 |
|
|
2021
Q4 | $6.15M | Buy |
52,740
+6,240
| +13% | +$728K | 2.82% | 7 |
|
|
2021
Q3 | $5.16M | Buy |
46,500
+2,509
| +6% | +$278K | 2.61% | 7 |
|
|
2021
Q2 | $4.95M | Sell |
43,991
-2,647
| -6% | -$298K | 2.52% | 8 |
|
|
2021
Q1 | $5.21M | Buy |
46,638
+212
| +0.5% | +$23.7K | 2.7% | 7 |
|
|
2020
Q4 | $4.69M | Buy |
+46,426
| New | +$4.69M | 2.89% | 8 |
|