Golden State 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
Q2 | $2.81M | Sell |
25,679
-2,328
| -8% | -$254K | 0.34% | 56 |
|
|
2025
Q1 | $2.93M | Sell |
28,007
-74
| -0.3% | -$7.74K | 0.44% | 45 |
|
|
2024
Q4 | $3.24M | Buy |
+28,081
| New | +$3.24M | 0.48% | 41 |
|
|
2022
Q1 | $5.29M | Buy |
49,054
+16,978
| +53% | +$1.83M | 1.04% | 23 |
|
|
2021
Q4 | $3.67M | Buy |
32,076
+4,975
| +18% | +$570K | 0.63% | 30 |
|
|
2021
Q3 | $2.96M | Sell |
27,101
-410
| -1% | -$44.8K | 0.64% | 30 |
|
|
2021
Q2 | $3.11M | Buy |
27,511
+1,212
| +5% | +$137K | 0.69% | 28 |
|
|
2021
Q1 | $2.85M | Sell |
26,299
-609
| -2% | -$66.1K | 0.94% | 21 |
|
|
2020
Q4 | $2.47M | Sell |
26,908
-14,441
| -35% | -$1.33M | 0.72% | 24 |
|
|
2020
Q3 | $2.9M | Buy |
+41,349
| New | +$2.9M | 0.97% | 21 |
|
|
2020
Q2 | – | Sell |
-39,581
| Closed | -$2.22M | – | 519 |
|
|
2020
Q1 | $2.22M | Buy |
+39,581
| New | +$2.22M | 0.98% | 20 |
|
|
2019
Q4 | – | Sell |
-35,701
| Closed | -$2.78M | – | 466 |
|
|
2019
Q3 | $2.78M | Buy |
35,701
+160
| +0.5% | +$12.5K | 0.92% | 23 |
|
|
2019
Q2 | $2.78M | Sell |
35,541
-2,058
| -5% | -$161K | 0.88% | 22 |
|
|
2019
Q1 | $2.9M | Buy |
+37,599
| New | +$2.9M | 0.97% | 21 |
|