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 |
|