Greenhouse 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 | $815K | Sell |
7,460
-47
| -0.6% | -$5.14K | 0.53% | 25 |
|
|
2025
Q1 | $785K | Buy |
7,507
+21
| +0.3% | +$2.2K | 0.59% | 22 |
|
|
2024
Q4 | $863K | Buy |
7,486
+65
| +0.9% | +$7.49K | 0.57% | 25 |
|
|
2024
Q3 | $868K | Buy |
7,421
+28
| +0.4% | +$3.27K | 0.58% | 24 |
|
|
2024
Q2 | $788K | Buy |
7,393
+25
| +0.3% | +$2.67K | 0.58% | 26 |
|
|
2024
Q1 | $814K | Buy |
7,368
+469
| +7% | +$51.8K | 0.61% | 24 |
|
|
2023
Q4 | $747K | Buy |
6,899
+49
| +0.7% | +$5.3K | 0.6% | 24 |
|
|
2023
Q3 | $646K | Hold |
6,850
| – | – | 0.58% | 25 |
|
|
2023
Q2 | $683K | Buy |
6,850
+22
| +0.3% | +$2.19K | 0.6% | 25 |
|
|
2023
Q1 | $660K | Buy |
6,828
+23
| +0.3% | +$2.22K | 0.62% | 24 |
|
|
2022
Q4 | $644K | Buy |
6,805
+229
| +3% | +$21.7K | 0.65% | 24 |
|
|
2022
Q3 | $573K | Hold |
6,576
| – | – | 0.64% | 22 |
|
|
2022
Q2 | $608K | Buy |
6,576
+21
| +0.3% | +$1.94K | 0.65% | 23 |
|
|
2022
Q1 | $707K | Buy |
6,555
+10
| +0.2% | +$1.08K | 0.66% | 22 |
|
|
2021
Q4 | $749K | Buy |
6,545
+71
| +1% | +$8.13K | 0.67% | 22 |
|
|
2021
Q3 | $707K | Hold |
6,474
| – | – | 0.67% | 22 |
|
|
2021
Q2 | $731K | Buy |
6,474
+29
| +0.4% | +$3.27K | 0.68% | 22 |
|
|
2021
Q1 | $699K | Hold |
6,445
| – | – | 0.69% | 23 |
|
|
2020
Q4 | $592K | Buy |
+6,445
| New | +$592K | 0.58% | 27 |
|