Financial Network Wealth Management’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
Q1 | $2.94M | Sell |
28,133
-5,588
| -17% | -$584K | 1.04% | 19 |
|
|
2024
Q4 | $3.89M | Sell |
33,721
-1,181
| -3% | -$136K | 1.39% | 15 |
|
|
2024
Q3 | $4.08M | Sell |
34,902
-844
| -2% | -$98.7K | 1.46% | 14 |
|
|
2024
Q2 | $3.81M | Sell |
35,746
-17
| -0% | -$1.81K | 1.45% | 13 |
|
|
2024
Q1 | $3.87M | Sell |
35,763
-2,643
| -7% | -$286K | 1.83% | 13 |
|
|
2023
Q4 | $4.16M | Buy |
38,406
+3,774
| +11% | +$408K | 1.8% | 13 |
|
|
2023
Q3 | $3.22M | Sell |
34,632
-2,367
| -6% | -$220K | 1.57% | 14 |
|
|
2023
Q2 | $3.86M | Sell |
36,999
-19,360
| -34% | -$2.02M | 1.78% | 13 |
|
|
2023
Q1 | $5.45M | Sell |
56,359
-1,825
| -3% | -$176K | 2.7% | 13 |
|
|
2022
Q4 | $5.51M | Buy |
58,184
+361
| +0.6% | +$34.2K | 2.98% | 12 |
|
|
2022
Q3 | $5.04M | Sell |
57,823
-798
| -1% | -$69.6K | 3.15% | 13 |
|
|
2022
Q2 | $5.42M | Sell |
58,621
-1,560
| -3% | -$144K | 3.24% | 12 |
|
|
2022
Q1 | $6.49M | Sell |
60,181
-6,214
| -9% | -$670K | 3.39% | 12 |
|
|
2021
Q4 | $7.6M | Sell |
66,395
-2,680
| -4% | -$307K | 3.85% | 11 |
|
|
2021
Q3 | $7.54M | Buy |
69,075
+1,164
| +2% | +$127K | 4.31% | 9 |
|
|
2021
Q2 | $7.67M | Buy |
67,911
+3,609
| +6% | +$408K | 4.51% | 9 |
|
|
2021
Q1 | $6.98M | Sell |
64,302
-1,463
| -2% | -$159K | 4.55% | 9 |
|
|
2020
Q4 | $6.04M | Buy |
+65,765
| New | +$6.04M | 4.74% | 8 |
|