Independent Wealth Network’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 | $368K | Sell |
3,370
-21
| -0.6% | -$2.3K | 0.13% | 173 |
|
|
2025
Q1 | $355K | Sell |
3,391
-45
| -1% | -$4.71K | 0.14% | 162 |
|
|
2024
Q4 | $396K | Sell |
3,436
-91
| -3% | -$10.5K | 0.16% | 147 |
|
|
2024
Q3 | $412K | Sell |
3,527
-97
| -3% | -$11.3K | 0.18% | 134 |
|
|
2024
Q2 | $387K | Buy |
3,624
+26
| +0.7% | +$2.77K | 0.18% | 135 |
|
|
2024
Q1 | $398K | Buy |
3,598
+12
| +0.3% | +$1.33K | 0.19% | 137 |
|
|
2023
Q4 | $388K | Buy |
3,586
+47
| +1% | +$5.09K | 0.2% | 126 |
|
|
2023
Q3 | $334K | Sell |
3,539
-150
| -4% | -$14.2K | 0.21% | 122 |
|
|
2023
Q2 | $368K | Sell |
3,689
-217
| -6% | -$21.6K | 0.22% | 118 |
|
|
2023
Q1 | $378K | Sell |
3,906
-144
| -4% | -$13.9K | 0.24% | 104 |
|
|
2022
Q4 | $383K | Sell |
4,050
-20
| -0.5% | -$1.89K | 0.26% | 93 |
|
|
2022
Q3 | $355K | Sell |
4,070
-81
| -2% | -$7.07K | 0.28% | 98 |
|
|
2022
Q2 | $384K | Sell |
4,151
-115
| -3% | -$10.6K | 0.28% | 95 |
|
|
2022
Q1 | $460K | Buy |
4,266
+236
| +6% | +$25.4K | 0.29% | 94 |
|
|
2021
Q4 | $461K | Buy |
4,030
+115
| +3% | +$13.2K | 0.28% | 96 |
|
|
2021
Q3 | $462K | Buy |
+3,915
| New | +$462K | 0.3% | 99 |
|