Independent Family Office’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 | $2M | Buy |
17,849
+3,463
| +24% | +$388K | 0.93% | 16 |
|
|
2025
Q1 | $1.53M | Buy |
14,386
+563
| +4% | +$59.9K | 0.8% | 22 |
|
|
2024
Q4 | $1.59M | Buy |
13,823
+3,410
| +33% | +$393K | 0.83% | 21 |
|
|
2024
Q3 | $1.21M | Buy |
10,413
+388
| +4% | +$44.9K | 0.61% | 29 |
|
|
2024
Q2 | $1.07M | Buy |
10,025
+5,900
| +143% | +$629K | 0.61% | 31 |
|
|
2024
Q1 | $456K | Buy |
4,125
+1,550
| +60% | +$171K | 0.24% | 51 |
|
|
2023
Q4 | $279K | Hold |
2,575
| – | – | 0.16% | 59 |
|
|
2023
Q3 | $243K | Buy |
+2,575
| New | +$243K | 0.15% | 64 |
|