Hoxton Planning & 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 | $579K | Sell |
5,301
-82
| -2% | -$8.96K | 0.2% | 90 |
|
|
2025
Q1 | $563K | Buy |
5,383
+40
| +0.7% | +$4.18K | 0.21% | 89 |
|
|
2024
Q4 | $616K | Sell |
5,343
-125
| -2% | -$14.4K | 0.24% | 83 |
|
|
2024
Q3 | $640K | Buy |
5,468
+58
| +1% | +$6.78K | 0.25% | 76 |
|
|
2024
Q2 | $577K | Buy |
5,410
+21
| +0.4% | +$2.24K | 0.27% | 71 |
|
|
2024
Q1 | $596K | Sell |
5,389
-90
| -2% | -$9.95K | 0.29% | 66 |
|
|
2023
Q4 | $593K | Sell |
5,479
-620
| -10% | -$67.1K | 0.31% | 59 |
|
|
2023
Q3 | $575K | Sell |
6,099
-222
| -4% | -$20.9K | 0.37% | 56 |
|
|
2023
Q2 | $630K | Sell |
6,321
-2,048
| -24% | -$204K | 0.39% | 47 |
|
|
2023
Q1 | $809K | Sell |
8,369
-11,689
| -58% | -$1.13M | 0.45% | 37 |
|
|
2022
Q4 | $1.9M | Buy |
+20,058
| New | +$1.9M | 1.01% | 20 |
|