HAM
Harmony Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.62M | Sell |
14,809
-5,363
| -27% | -$586K | 0.61% | 43 |
|
2025
Q1 | $2.11M | Sell |
20,172
-1,497
| -7% | -$157K | 0.89% | 30 |
|
2024
Q4 | $2.5M | Sell |
21,669
-656
| -3% | -$75.6K | 0.99% | 29 |
|
2024
Q3 | $2.61M | Buy |
22,325
+13,640
| +157% | +$1.6M | 0.96% | 28 |
|
2024
Q2 | $926K | Buy |
8,685
+651
| +8% | +$69.4K | 0.39% | 58 |
|
2024
Q1 | $888K | Buy |
8,034
+192
| +2% | +$21.2K | 0.37% | 71 |
|
2023
Q4 | $849K | Buy |
+7,842
| New | +$849K | 0.36% | 72 |
|