Hartford Financial 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 | $380K | Hold |
3,478
| – | – | 0.1% | 115 |
|
|
2025
Q1 | $364K | Sell |
3,478
-55
| -2% | -$5.75K | 0.08% | 141 |
|
|
2024
Q4 | $407K | Buy |
3,533
+55
| +2% | +$6.34K | 0.08% | 139 |
|
|
2024
Q3 | $407K | Hold |
3,478
| – | – | 0.08% | 140 |
|
|
2024
Q2 | $371K | Hold |
3,478
| – | – | 0.08% | 141 |
|
|
2024
Q1 | $384K | Hold |
3,478
| – | – | 0.08% | 141 |
|
|
2023
Q4 | $377K | Hold |
3,478
| – | – | 0.09% | 141 |
|
|
2023
Q3 | $328K | Hold |
3,478
| – | – | 0.08% | 146 |
|
|
2023
Q2 | $347K | Buy |
3,478
+3,453
| +13,812% | +$344K | 0.09% | 144 |
|
|
2023
Q1 | $2.45K | Hold |
25
| – | – | ﹤0.01% | 341 |
|
|
2022
Q4 | $2.4K | Hold |
25
| – | – | ﹤0.01% | 340 |
|
|
2022
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 354 |
|
|
2022
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 359 |
|
|
2022
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 354 |
|
|
2021
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 340 |
|
|
2021
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 362 |
|
|
2021
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 352 |
|
|
2021
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 364 |
|
|
2020
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 338 |
|
|
2020
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 308 |
|
|
2020
Q2 | $2K | Sell |
25
-635
| -96% | -$50.8K | ﹤0.01% | 323 |
|
|
2020
Q1 | $37K | Sell |
660
-13
| -2% | -$729 | 0.01% | 200 |
|
|
2019
Q4 | $56K | Hold |
673
| – | – | 0.02% | 205 |
|
|
2019
Q3 | $52K | Hold |
673
| – | – | 0.02% | 207 |
|
|
2019
Q2 | $53K | Hold |
673
| – | – | 0.02% | 210 |
|
|
2019
Q1 | $52K | Sell |
673
-47,126
| -99% | -$3.64M | 0.02% | 211 |
|
|
2018
Q4 | $3.31M | Buy |
47,799
+47,166
| +7,451% | +$3.27M | 1.27% | 24 |
|
|
2018
Q3 | $55K | Hold |
633
| – | – | 0.02% | 219 |
|
|
2018
Q2 | $53K | Buy |
+633
| New | +$53K | 0.02% | 223 |
|