Hardy Reed’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 | $14.5M | Hold |
132,434
| – | – | 1.16% | 15 |
|
2025
Q1 | $13.8M | Buy |
132,434
+115
| +0.1% | +$12K | 1.22% | 15 |
|
2024
Q4 | $15.2M | Sell |
132,319
-64
| -0% | -$7.37K | 1.34% | 14 |
|
2024
Q3 | $15.5M | Hold |
132,383
| – | – | 1.39% | 13 |
|
2024
Q2 | $14.1M | Sell |
132,383
-55
| -0% | -$5.87K | 1.42% | 13 |
|
2024
Q1 | $14.6M | Sell |
132,438
-2,160
| -2% | -$239K | 1.82% | 9 |
|
2023
Q4 | $14.6M | Buy |
134,598
+2,160
| +2% | +$234K | 1.97% | 10 |
|
2023
Q3 | $12.5M | Hold |
132,438
| – | – | 2.26% | 8 |
|
2023
Q2 | $13.2M | Buy |
132,438
+154
| +0.1% | +$15.3K | 2.33% | 8 |
|
2023
Q1 | $12.8M | Hold |
132,284
| – | – | 2.25% | 8 |
|
2022
Q4 | $12.5M | Hold |
132,284
| – | – | 2.37% | 7 |
|
2022
Q3 | $11.5M | Hold |
132,284
| – | – | 2.55% | 6 |
|
2022
Q2 | $12.2M | Hold |
132,284
| – | – | 2.62% | 6 |
|
2022
Q1 | $14.3M | Sell |
132,284
-350
| -0.3% | -$37.8K | 2.68% | 7 |
|
2021
Q4 | $15.2M | Hold |
132,634
| – | – | 2.5% | 7 |
|
2021
Q3 | $14.5M | Hold |
132,634
| – | – | 2.57% | 7 |
|
2021
Q2 | $15M | Hold |
132,634
| – | – | 2.67% | 7 |
|
2021
Q1 | $14.4M | Buy |
132,634
+59
| +0% | +$6.4K | 2.76% | 6 |
|
2020
Q4 | $12.2M | Buy |
132,575
+484
| +0.4% | +$44.5K | 2.55% | 7 |
|
2020
Q3 | $9.28M | Buy |
132,091
+291
| +0.2% | +$20.4K | 2.32% | 7 |
|
2020
Q2 | $9M | Hold |
131,800
| – | – | 3.2% | 7 |
|
2020
Q1 | $7.4M | Buy |
+131,800
| New | +$7.4M | 3.38% | 7 |
|