FWG Investments’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 | $505K | Buy |
+4,617
| New | +$505K | 0.38% | 62 |
|
|
2025
Q1 | – | Sell |
-5,999
| Closed | -$691K | – | 81 |
|
|
2024
Q4 | $691K | Sell |
5,999
-649
| -10% | -$74.8K | 0.54% | 54 |
|
|
2024
Q3 | $778K | Buy |
6,648
+773
| +13% | +$90.4K | 0.67% | 43 |
|
|
2024
Q2 | $627K | Buy |
5,875
+215
| +4% | +$22.9K | 0.63% | 41 |
|
|
2024
Q1 | $626K | Sell |
5,660
-182
| -3% | -$20.1K | 0.68% | 35 |
|
|
2023
Q4 | $632K | Buy |
+5,842
| New | +$632K | 0.79% | 31 |
|