Insight Advisors’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 | $831K | Buy |
7,607
+537
| +8% | +$58.7K | 0.13% | 103 |
|
|
2025
Q1 | $739K | Sell |
7,070
-56
| -0.8% | -$5.86K | 0.13% | 105 |
|
|
2024
Q4 | $819K | Buy |
7,126
+217
| +3% | +$25K | 0.14% | 98 |
|
|
2024
Q3 | $808K | Sell |
6,909
-263
| -4% | -$30.8K | 0.14% | 108 |
|
|
2024
Q2 | $765K | Buy |
7,172
+161
| +2% | +$17.2K | 0.14% | 106 |
|
|
2024
Q1 | $775K | Buy |
7,011
+421
| +6% | +$46.5K | 0.15% | 108 |
|
|
2023
Q4 | $713K | Sell |
6,590
-14
| -0.2% | -$1.52K | 0.15% | 108 |
|
|
2023
Q3 | $623K | Buy |
6,604
+197
| +3% | +$18.6K | 0.14% | 116 |
|
|
2023
Q2 | $638K | Sell |
6,407
-149
| -2% | -$14.8K | 0.14% | 114 |
|
|
2023
Q1 | $634K | Sell |
6,556
-200
| -3% | -$19.3K | 0.15% | 111 |
|
|
2022
Q4 | $638K | Sell |
6,756
-180
| -3% | -$17K | 0.22% | 120 |
|
|
2022
Q3 | $605K | Sell |
6,936
-113
| -2% | -$9.86K | 0.24% | 108 |
|
|
2022
Q2 | $713K | Buy |
7,049
+129
| +2% | +$13K | 0.24% | 107 |
|
|
2022
Q1 | $747K | Sell |
6,920
-1,547
| -18% | -$167K | 0.22% | 121 |
|
|
2021
Q4 | $970K | Buy |
8,467
+46
| +0.5% | +$5.27K | 0.29% | 90 |
|
|
2021
Q3 | $992K | Sell |
8,421
-307
| -4% | -$36.2K | 0.3% | 90 |
|
|
2021
Q2 | $956K | Buy |
8,728
+675
| +8% | +$73.9K | 0.3% | 86 |
|
|
2021
Q1 | $890K | Buy |
8,053
+506
| +7% | +$55.9K | 0.28% | 100 |
|
|
2020
Q4 | $694K | Buy |
+7,547
| New | +$694K | 0.26% | 102 |
|