Horizons 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 | $726K | Sell |
6,646
-901
| -12% | -$98.5K | 0.52% | 31 |
|
|
2025
Q1 | $789K | Hold |
7,547
| – | – | 0.59% | 30 |
|
|
2024
Q4 | $870K | Buy |
7,547
+22
| +0.3% | +$2.54K | 0.66% | 29 |
|
|
2024
Q3 | $880K | Hold |
7,525
| – | – | 0.68% | 27 |
|
|
2024
Q2 | $856K | Sell |
7,525
-206
| -3% | -$23.4K | 0.68% | 28 |
|
|
2024
Q1 | $837K | Hold |
7,731
| – | – | 0.55% | 29 |
|
|
2023
Q4 | $837K | Sell |
7,731
-70
| -0.9% | -$7.58K | 0.55% | 29 |
|
|
2023
Q3 | $736K | Sell |
7,801
-30
| -0.4% | -$2.83K | 0.54% | 29 |
|
|
2023
Q2 | $780K | Sell |
7,831
-582
| -7% | -$58K | 0.55% | 28 |
|
|
2023
Q1 | $814K | Buy |
8,413
+272
| +3% | +$26.3K | 0.6% | 24 |
|
|
2022
Q4 | $770K | Buy |
8,141
+249
| +3% | +$23.6K | 0.62% | 25 |
|
|
2022
Q3 | $688K | Buy |
7,892
+108
| +1% | +$9.42K | 0.63% | 22 |
|
|
2022
Q2 | $825K | Buy |
+7,784
| New | +$825K | 0.67% | 20 |
|