Golden State Equity Partners’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 | $1.09M | Sell |
9,966
-647
| -6% | -$70.7K | 0.2% | 123 |
|
|
2025
Q1 | $1.11M | Sell |
10,613
-610
| -5% | -$63.8K | 0.22% | 120 |
|
|
2024
Q4 | $1.29M | Buy |
11,223
+8,864
| +376% | +$1.02M | 0.25% | 100 |
|
|
2024
Q3 | $276K | Sell |
2,359
-7,486
| -76% | -$875K | 0.15% | 147 |
|
|
2024
Q2 | $1.05M | Buy |
+9,845
| New | +$1.05M | 0.22% | 115 |
|
|
2023
Q4 | $1.01M | Buy |
9,311
+544
| +6% | +$58.9K | 0.24% | 107 |
|
|
2023
Q3 | $827K | Sell |
8,767
-346
| -4% | -$32.6K | 0.23% | 110 |
|
|
2023
Q2 | $908K | Buy |
9,113
+6,559
| +257% | +$654K | 0.26% | 93 |
|
|
2023
Q1 | $247K | Buy |
+2,554
| New | +$247K | 0.13% | 171 |
|
|
2022
Q1 | $638K | Sell |
5,917
-2,026
| -26% | -$218K | 0.32% | 91 |
|
|
2021
Q4 | $910K | Sell |
7,943
-6,646
| -46% | -$761K | 0.46% | 53 |
|
|
2021
Q3 | $1.59M | Sell |
14,589
-147
| -1% | -$16.1K | 0.65% | 33 |
|
|
2021
Q2 | $1.67M | Sell |
14,736
-7,827
| -35% | -$884K | 0.64% | 33 |
|
|
2021
Q1 | $2.45M | Buy |
22,563
+5,050
| +29% | +$548K | 1.4% | 19 |
|
|
2020
Q4 | $1.61M | Buy |
+17,513
| New | +$1.61M | 1.11% | 21 |
|