HFG Advisors’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 | $658K | Hold |
6,017
| – | – | 0.52% | 49 |
|
|
2025
Q1 | $629K | Hold |
6,017
| – | – | 0.54% | 46 |
|
|
2024
Q4 | $693K | Buy |
6,017
+65
| +1% | +$7.49K | 0.61% | 43 |
|
|
2024
Q3 | $696K | Sell |
5,952
-33
| -0.6% | -$3.86K | 0.62% | 43 |
|
|
2024
Q2 | $638K | Sell |
5,985
-1,125
| -16% | -$120K | 0.6% | 44 |
|
|
2024
Q1 | $786K | Sell |
7,110
-910
| -11% | -$101K | 0.7% | 38 |
|
|
2023
Q4 | $868K | Buy |
8,020
+402
| +5% | +$43.5K | 0.84% | 33 |
|
|
2023
Q3 | $719K | Sell |
7,618
-844
| -10% | -$79.6K | 0.79% | 36 |
|
|
2023
Q2 | $843K | Buy |
8,462
+1,344
| +19% | +$134K | 0.89% | 31 |
|
|
2023
Q1 | $688K | Buy |
7,118
+389
| +6% | +$37.6K | 0.78% | 36 |
|
|
2022
Q4 | $637K | Buy |
6,729
+977
| +17% | +$92.5K | 0.75% | 39 |
|
|
2022
Q3 | $502K | Buy |
5,752
+1,839
| +47% | +$160K | 0.7% | 40 |
|
|
2022
Q2 | $362K | Buy |
3,913
+775
| +25% | +$71.7K | 0.49% | 47 |
|
|
2022
Q1 | $339K | Buy |
3,138
+195
| +7% | +$21.1K | 0.39% | 53 |
|
|
2021
Q4 | $337K | Buy |
+2,943
| New | +$337K | 0.38% | 52 |
|