Granite Bay 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 | $24.6M | Buy |
224,958
+25,115
| +13% | +$2.74M | 7.9% | 4 |
|
|
2025
Q1 | $20.9M | Buy |
199,843
+18,821
| +10% | +$1.97M | 7.26% | 4 |
|
|
2024
Q4 | $20.9M | Buy |
+181,022
| New | +$20.9M | 7.73% | 3 |
|
|
2024
Q3 | – | Sell |
-99,502
| Closed | -$10.6M | – | 51 |
|
|
2024
Q2 | $10.6M | Buy |
99,502
+30,416
| +44% | +$3.24M | 5.68% | 5 |
|
|
2024
Q1 | $7.64M | Sell |
69,086
-33,442
| -33% | -$3.7M | 4.34% | 5 |
|
|
2023
Q4 | $10.7M | Buy |
102,528
+72,036
| +236% | +$7.55M | 0.1% | 76 |
|
|
2023
Q3 | $3.05M | Buy |
+30,492
| New | +$3.05M | 0.03% | 144 |
|