GLOBALT 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 | – | Sell |
-2,327
| Closed | -$243K | – | 208 |
|
|
2025
Q1 | $243K | Sell |
2,327
-1,364
| -37% | -$143K | 0.01% | 198 |
|
|
2024
Q4 | $425K | Hold |
3,691
| – | – | 0.02% | 185 |
|
|
2024
Q3 | $432K | Buy |
3,691
+1,364
| +59% | +$160K | 0.02% | 184 |
|
|
2024
Q2 | $248K | Hold |
2,327
| – | – | 0.01% | 198 |
|
|
2024
Q1 | $257K | Hold |
2,327
| – | – | 0.01% | 195 |
|
|
2023
Q4 | $252K | Buy |
+2,327
| New | +$252K | 0.01% | 200 |
|