Graybill 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 | $5.14M | Buy |
47,074
+271
| +0.6% | +$29.6K | 1.68% | 29 |
|
2025
Q1 | $4.89M | Buy |
+46,803
| New | +$4.89M | 1.68% | 27 |
|
2024
Q3 | $5.32M | Buy |
45,505
+498
| +1% | +$58.2K | 1.97% | 24 |
|
2024
Q2 | $4.8M | Buy |
45,007
+1,637
| +4% | +$175K | 1.95% | 25 |
|
2024
Q1 | $4.79M | Buy |
43,370
+41,500
| +2,219% | +$4.59M | 2.02% | 23 |
|
2023
Q4 | $202K | Buy |
+1,870
| New | +$202K | 0.09% | 56 |
|