Human Investing’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 | $16.7M | Buy |
152,932
+9,107
| +6% | +$996K | 2.63% | 11 |
|
|
2025
Q1 | $15M | Buy |
143,825
+6,687
| +5% | +$699K | 2.65% | 12 |
|
|
2024
Q4 | $15.8M | Buy |
137,138
+3,924
| +3% | +$452K | 2.8% | 9 |
|
|
2024
Q3 | $15.6M | Buy |
133,214
+844
| +0.6% | +$98.7K | 2.82% | 10 |
|
|
2024
Q2 | $14.1M | Buy |
132,370
+7,828
| +6% | +$835K | 2.74% | 10 |
|
|
2024
Q1 | $13.8M | Buy |
124,542
+2,118
| +2% | +$234K | 2.76% | 10 |
|
|
2023
Q4 | $13.3M | Buy |
122,424
+1,242
| +1% | +$134K | 2.86% | 10 |
|
|
2023
Q3 | $11.4M | Buy |
121,182
+2,050
| +2% | +$193K | 2.66% | 11 |
|
|
2023
Q2 | $11.9M | Buy |
119,132
+7,475
| +7% | +$745K | 2.71% | 10 |
|
|
2023
Q1 | $10.8M | Buy |
111,657
+12,273
| +12% | +$1.19M | 2.62% | 11 |
|
|
2022
Q4 | $9.41M | Sell |
99,384
-3,140
| -3% | -$297K | 2.39% | 11 |
|
|
2022
Q3 | $8.94M | Buy |
102,524
+2,956
| +3% | +$258K | 2.28% | 11 |
|
|
2022
Q2 | $9.2M | Buy |
99,568
+3,322
| +3% | +$307K | 2.22% | 13 |
|
|
2022
Q1 | $10.4M | Sell |
96,246
-731
| -0.8% | -$78.9K | 2.3% | 11 |
|
|
2021
Q4 | $11.1M | Sell |
96,977
-3,032
| -3% | -$347K | 2.65% | 10 |
|
|
2021
Q3 | $10.9M | Buy |
100,009
+4,647
| +5% | +$507K | 2.58% | 10 |
|
|
2021
Q2 | $10.8M | Buy |
95,362
+4,601
| +5% | +$520K | 2.62% | 8 |
|
|
2021
Q1 | $9.85M | Sell |
90,761
-1,631
| -2% | -$177K | 2.51% | 7 |
|
|
2020
Q4 | $8.49M | Buy |
92,392
+11,879
| +15% | +$1.09M | 2.4% | 7 |
|
|
2020
Q3 | $5.65M | Sell |
80,513
-65,720
| -45% | -$4.62M | 1.86% | 10 |
|
|
2020
Q2 | $9.99M | Buy |
146,233
+8,222
| +6% | +$561K | 3.53% | 6 |
|
|
2020
Q1 | $7.74M | Buy |
138,011
+19,289
| +16% | +$1.08M | 3.35% | 6 |
|
|
2019
Q4 | $9.96M | Buy |
118,722
+6,159
| +5% | +$516K | 3.25% | 5 |
|
|
2019
Q3 | $8.76M | Buy |
112,563
+14,948
| +15% | +$1.16M | 3.1% | 5 |
|
|
2019
Q2 | $7.64M | Buy |
97,615
+6,392
| +7% | +$500K | 2.79% | 5 |
|
|
2019
Q1 | $7.04M | Buy |
91,223
+10,850
| +13% | +$837K | 2.63% | 6 |
|
|
2018
Q4 | $5.57M | Buy |
+80,373
| New | +$5.57M | 2.32% | 7 |
|