GoalVest Advisory’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 | $76.4K | Sell |
699
-967
| -58% | -$106K | 0.02% | 184 |
|
|
2025
Q1 | $174K | Hold |
1,666
| – | – | 0.05% | 125 |
|
|
2024
Q4 | $192K | Hold |
1,666
| – | – | 0.05% | 115 |
|
|
2024
Q3 | $195K | Hold |
1,666
| – | – | 0.06% | 107 |
|
|
2024
Q2 | $178K | Hold |
1,666
| – | – | 0.06% | 110 |
|
|
2024
Q1 | $184K | Sell |
1,666
-37
| -2% | -$4.09K | 0.06% | 109 |
|
|
2023
Q4 | $184K | Sell |
1,703
-22
| -1% | -$2.38K | 0.08% | 68 |
|
|
2023
Q3 | $163K | Sell |
1,725
-12
| -0.7% | -$1.13K | 0.08% | 78 |
|
|
2023
Q2 | $173K | Sell |
1,737
-296
| -15% | -$29.5K | 0.09% | 74 |
|
|
2023
Q1 | $197K | Sell |
2,033
-89
| -4% | -$8.61K | 0.12% | 68 |
|
|
2022
Q4 | $201K | Buy |
2,122
+380
| +22% | +$36K | 0.13% | 72 |
|
|
2022
Q3 | $152K | Sell |
1,742
-1,176
| -40% | -$103K | 0.11% | 83 |
|
|
2022
Q2 | $272K | Sell |
2,918
-3,019
| -51% | -$281K | 0.17% | 107 |
|
|
2022
Q1 | $640K | Buy |
+5,937
| New | +$640K | 0.36% | 79 |
|
|
2021
Q2 | $530K | Buy |
4,688
+138
| +3% | +$15.6K | 0.33% | 84 |
|
|
2021
Q1 | $494K | Sell |
4,550
-51
| -1% | -$5.54K | 0.37% | 86 |
|
|
2020
Q4 | $423K | Buy |
+4,601
| New | +$423K | 0.36% | 79 |
|