Hiley Hunt Wealth 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 | $7.41M | Buy |
66,618
+2,309
| +4% | +$257K | 3.74% | 10 |
|
|
2025
Q1 | $6.74M | Sell |
64,309
-231
| -0.4% | -$24.2K | 3.68% | 10 |
|
|
2024
Q4 | $7.44M | Buy |
64,540
+2,147
| +3% | +$247K | 4.13% | 9 |
|
|
2024
Q3 | $7.3M | Buy |
62,393
+392
| +0.6% | +$45.8K | 4.18% | 8 |
|
|
2024
Q2 | $6.61M | Sell |
62,001
-2,436
| -4% | -$260K | 4.09% | 8 |
|
|
2024
Q1 | $7.12M | Buy |
64,437
+2,847
| +5% | +$315K | 4.67% | 8 |
|
|
2023
Q4 | $6.67M | Buy |
+61,590
| New | +$6.67M | 4.93% | 8 |
|