Inspire 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 | $2.09M | Buy |
19,125
+2,760
| +17% | +$302K | 0.22% | 80 |
|
2025
Q1 | $1.71M | Buy |
16,365
+4,652
| +40% | +$486K | 0.2% | 83 |
|
2024
Q4 | $1.35M | Buy |
11,713
+547
| +5% | +$63K | 0.17% | 89 |
|
2024
Q3 | $1.31M | Buy |
11,166
+1,556
| +16% | +$182K | 0.16% | 97 |
|
2024
Q2 | $1.03M | Buy |
9,610
+5,961
| +163% | +$636K | 0.14% | 99 |
|
2024
Q1 | $403K | Sell |
3,649
-90
| -2% | -$9.95K | 0.06% | 231 |
|
2023
Q4 | $405K | Buy |
3,739
+10
| +0.3% | +$1.08K | 0.06% | 218 |
|
2023
Q3 | $352K | Sell |
3,729
-105
| -3% | -$9.91K | 0.06% | 173 |
|
2023
Q2 | $382K | Buy |
3,834
+246
| +7% | +$24.5K | 0.07% | 127 |
|
2023
Q1 | $347K | Buy |
3,588
+335
| +10% | +$32.4K | 0.08% | 98 |
|
2022
Q4 | $308K | Sell |
3,253
-1,674
| -34% | -$158K | 0.08% | 94 |
|
2022
Q3 | $430K | Buy |
4,927
+265
| +6% | +$23.1K | 0.12% | 30 |
|
2022
Q2 | $431K | Buy |
4,662
+142
| +3% | +$13.1K | 0.12% | 27 |
|
2022
Q1 | $488K | Buy |
4,520
+1,039
| +30% | +$112K | 0.14% | 29 |
|
2021
Q4 | $399K | Buy |
+3,481
| New | +$399K | 0.11% | 37 |
|
2021
Q1 | – | Sell |
-124
| Closed | -$11K | – | 386 |
|
2020
Q4 | $11K | Buy |
+124
| New | +$11K | ﹤0.01% | 502 |
|