Grand 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 | $28.7K | Hold |
263
| – | – | 0.01% | 55 |
|
|
2025
Q1 | $27.5K | Hold |
263
| – | – | 0.02% | 50 |
|
|
2024
Q4 | $30.3K | Hold |
263
| – | – | 0.02% | 48 |
|
|
2024
Q3 | $30.7K | Hold |
263
| – | – | 0.02% | 49 |
|
|
2024
Q2 | $28K | Hold |
263
| – | – | 0.02% | 49 |
|
|
2024
Q1 | $29K | Buy |
263
+1
| +0.4% | +$110 | 0.01% | 61 |
|
|
2023
Q4 | $28.4K | Sell |
262
-1
| -0.4% | -$109 | 0.02% | 63 |
|
|
2023
Q3 | $24.8K | Hold |
263
| – | – | 0.02% | 58 |
|
|
2023
Q2 | $26.2K | Hold |
263
| – | – | 0.02% | 55 |
|
|
2023
Q1 | $25.4K | Hold |
263
| – | – | 0.02% | 49 |
|
|
2022
Q4 | $24.9K | Hold |
263
| – | – | 0.02% | 48 |
|
|
2022
Q3 | $23K | Hold |
263
| – | – | 0.01% | 51 |
|
|
2022
Q2 | $24K | Hold |
263
| – | – | 0.01% | 51 |
|
|
2022
Q1 | $28K | Hold |
263
| – | – | 0.01% | 48 |
|
|
2021
Q4 | $30K | Buy |
+263
| New | +$30K | 0.01% | 48 |
|