Granite FO LLC’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
$3.06M Buy
28,035
+3,305
+13% +$361K 1.74% 13
2025
Q1
$2.59M Buy
24,730
+1,580
+7% +$165K 1.47% 13
2024
Q4
$2.67M Buy
23,150
+155
+0.7% +$17.9K 1.52% 13
2024
Q3
$2.69M Buy
22,995
+1,185
+5% +$139K 1.52% 13
2024
Q2
$2.33M Sell
21,810
-1,185
-5% -$126K 1.49% 12
2024
Q1
$2.65M Buy
22,995
+14,555
+172% +$1.68M 1.56% 12
2023
Q4
$914K Hold
8,440
0.61% 24
2023
Q3
$796K Hold
8,440
0.56% 24
2023
Q2
$841K Hold
8,440
0.58% 25
2023
Q1
$793K Hold
8,440
0.49% 31
2022
Q4
$860K Buy
+8,440
New +$860K 0.66% 21