Hill Island Financial’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
Q1 | – | Sell |
-2,675
| Closed | -$308K | – | 64 |
|
2024
Q4 | $308K | Buy |
2,675
+21
| +0.8% | +$2.42K | 0.09% | 57 |
|
2024
Q3 | $310K | Buy |
2,654
+509
| +24% | +$59.5K | 0.09% | 52 |
|
2024
Q2 | $229K | Sell |
2,145
-899
| -30% | -$95.9K | 0.07% | 62 |
|
2024
Q1 | $336K | Sell |
3,044
-1,072
| -26% | -$118K | 0.11% | 50 |
|
2023
Q4 | $446K | Buy |
+4,116
| New | +$446K | 0.15% | 45 |
|