Howard Capital Management Group’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
$486K Hold
4,449
0.03% 82
2025
Q1
$465K Hold
4,449
0.04% 82
2024
Q4
$513K Sell
4,449
-224
-5% -$25.8K 0.04% 83
2024
Q3
$547K Hold
4,673
0.04% 83
2024
Q2
$498K Sell
4,673
-95
-2% -$10.1K 0.04% 82
2024
Q1
$527K Buy
+4,768
New +$527K 0.04% 83