GSB 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 | $1.75M | Sell |
16,021
-118
| -0.7% | -$12.9K | 0.43% | 74 |
|
|
2025
Q1 | $1.69M | Sell |
16,139
-857
| -5% | -$89.6K | 0.44% | 77 |
|
|
2024
Q4 | $1.96M | Sell |
16,996
-277
| -2% | -$31.9K | 0.51% | 70 |
|
|
2024
Q3 | $2.02M | Sell |
17,273
-1,965
| -10% | -$230K | 0.52% | 67 |
|
|
2024
Q2 | $2.05M | Buy |
19,238
+1,156
| +6% | +$123K | 0.56% | 60 |
|
|
2024
Q1 | $2M | Buy |
18,082
+403
| +2% | +$44.5K | 0.56% | 61 |
|
|
2023
Q4 | $1.91M | Buy |
17,679
+59
| +0.3% | +$6.39K | 0.59% | 58 |
|
|
2023
Q3 | $1.66M | Buy |
17,620
+92
| +0.5% | +$8.68K | 0.56% | 64 |
|
|
2023
Q2 | $1.75M | Sell |
17,528
-698
| -4% | -$69.6K | 0.57% | 58 |
|
|
2023
Q1 | $1.76M | Buy |
18,226
+5,287
| +41% | +$509K | 0.57% | 59 |
|
|
2022
Q4 | $1.22M | Buy |
12,939
+559
| +5% | +$52.9K | 0.44% | 83 |
|
|
2022
Q3 | $1.08M | Buy |
12,380
+227
| +2% | +$19.8K | 0.39% | 94 |
|
|
2022
Q2 | $1.12M | Sell |
12,153
-76
| -0.6% | -$7.02K | 0.38% | 97 |
|
|
2022
Q1 | $1.32M | Buy |
12,229
+2,350
| +24% | +$253K | 0.38% | 93 |
|
|
2021
Q4 | $1.13M | Buy |
9,879
+7,129
| +259% | +$816K | 0.32% | 103 |
|
|
2021
Q3 | $300K | Sell |
2,750
-6,133
| -69% | -$669K | 0.15% | 126 |
|
|
2021
Q2 | $1M | Buy |
8,883
+122
| +1% | +$13.8K | 0.31% | 110 |
|
|
2021
Q1 | $951K | Buy |
+8,761
| New | +$951K | 0.32% | 99 |
|