Hazlett, Burt & Watson’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 | $70K | Sell |
636
-14
| -2% | -$1.54K | 0.03% | 328 |
|
|
2025
Q1 | $70K | Sell |
650
-133
| -17% | -$14.3K | 0.03% | 318 |
|
|
2024
Q4 | $90K | Sell |
783
-132
| -14% | -$15.2K | 0.04% | 287 |
|
|
2024
Q3 | $107K | Sell |
915
-590
| -39% | -$69K | 0.05% | 270 |
|
|
2024
Q2 | $161K | Sell |
1,505
-837
| -36% | -$89.5K | 0.08% | 208 |
|
|
2024
Q1 | $258K | Buy |
2,342
+1,635
| +231% | +$180K | 0.15% | 143 |
|
|
2023
Q4 | $77K | Buy |
707
+335
| +90% | +$36.5K | 0.05% | 257 |
|
|
2023
Q3 | $35K | Sell |
372
-2,180
| -85% | -$205K | 0.03% | 350 |
|
|
2023
Q2 | $254K | Buy |
2,552
+9
| +0.4% | +$896 | 0.19% | 116 |
|
|
2023
Q1 | $245K | Sell |
2,543
-236
| -8% | -$22.7K | 0.2% | 108 |
|
|
2022
Q4 | $263K | Buy |
2,779
+175
| +7% | +$16.6K | 0.23% | 100 |
|
|
2022
Q3 | $227K | Buy |
2,604
+82
| +3% | +$7.15K | 0.22% | 99 |
|
|
2022
Q2 | $233K | Buy |
2,522
+40
| +2% | +$3.7K | 0.21% | 101 |
|
|
2022
Q1 | $268K | Buy |
+2,482
| New | +$268K | 0.21% | 102 |
|