Greenup Street 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 | $4.13M | Buy |
37,763
+1,703
| +5% | +$186K | 0.72% | 31 |
|
|
2025
Q1 | $3.77M | Buy |
36,060
+3,399
| +10% | +$355K | 0.75% | 28 |
|
|
2024
Q4 | $3.76M | Buy |
+32,661
| New | +$3.76M | 0.75% | 29 |
|
|
2024
Q2 | – | Sell |
-24,197
| Closed | -$2.67M | – | 88 |
|
|
2024
Q1 | $2.67M | Sell |
24,197
-3,726
| -13% | -$412K | 0.67% | 32 |
|
|
2023
Q4 | $3.02M | Buy |
27,923
+118
| +0.4% | +$12.8K | 0.84% | 25 |
|
|
2023
Q3 | $2.62M | Buy |
27,805
+2,973
| +12% | +$280K | 0.86% | 25 |
|
|
2023
Q2 | $2.47M | Buy |
24,832
+17,205
| +226% | +$1.71M | 0.68% | 32 |
|
|
2023
Q1 | $737K | Sell |
7,627
-18,740
| -71% | -$1.81M | 0.26% | 51 |
|
|
2022
Q4 | $2.5M | Buy |
26,367
+561
| +2% | +$53.1K | 1.04% | 26 |
|
|
2022
Q3 | $2.25M | Buy |
25,806
+6,394
| +33% | +$557K | 1.01% | 27 |
|
|
2022
Q2 | $1.79M | Buy |
+19,412
| New | +$1.79M | 0.84% | 32 |
|