HRC 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 | $974K | Buy |
8,910
+503
| +6% | +$55K | 0.52% | 15 |
|
|
2025
Q1 | $879K | Sell |
8,407
-1,751
| -17% | -$183K | 0.55% | 15 |
|
|
2024
Q4 | $1.17M | Buy |
10,158
+377
| +4% | +$43.4K | 0.69% | 11 |
|
|
2024
Q3 | $1.14M | Buy |
9,781
+16
| +0.2% | +$1.87K | 0.74% | 10 |
|
|
2024
Q2 | $1.04M | Buy |
9,765
+322
| +3% | +$34.3K | 0.71% | 10 |
|
|
2024
Q1 | $1.04M | Sell |
9,443
-1,177
| -11% | -$130K | 0.76% | 10 |
|
|
2023
Q4 | $1.15M | Buy |
+10,620
| New | +$1.15M | 0.99% | 9 |
|