Insigneo Advisory Services’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 | $1.07M | Sell |
9,790
-1,009
| -9% | -$110K | 0.09% | 177 |
|
|
2025
Q1 | $1.13M | Sell |
10,799
-685
| -6% | -$71.6K | 0.12% | 157 |
|
|
2024
Q4 | $1.32M | Buy |
11,484
+471
| +4% | +$54.3K | 0.14% | 141 |
|
|
2024
Q3 | $1.29M | Buy |
11,013
+2,438
| +28% | +$285K | 0.13% | 151 |
|
|
2024
Q2 | $923K | Sell |
8,575
-1,962
| -19% | -$211K | 0.1% | 184 |
|
|
2024
Q1 | $1.16M | Sell |
10,537
-6,016
| -36% | -$665K | 0.14% | 143 |
|
|
2023
Q4 | $1.79M | Buy |
16,553
+6,632
| +67% | +$718K | 0.25% | 85 |
|
|
2023
Q3 | $940K | Sell |
9,921
-241
| -2% | -$22.8K | 0.19% | 110 |
|
|
2023
Q2 | $1.01M | Buy |
10,162
+4,227
| +71% | +$421K | 0.19% | 106 |
|
|
2023
Q1 | $574K | Sell |
5,935
-169
| -3% | -$16.3K | 0.18% | 119 |
|
|
2022
Q4 | $578K | Buy |
+6,104
| New | +$578K | 0.22% | 96 |
|