Investment Partners Asset Management’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 | $380K | Buy |
3,476
+93
| +3% | +$10.2K | 0.26% | 112 |
|
|
2025
Q1 | $354K | Buy |
3,383
+272
| +9% | +$28.4K | 0.28% | 108 |
|
|
2024
Q4 | $358K | Hold |
3,111
| – | – | 0.28% | 106 |
|
|
2024
Q3 | $364K | Sell |
3,111
-3
| -0.1% | -$351 | 0.3% | 100 |
|
|
2024
Q2 | $332K | Hold |
3,114
| – | – | 0.3% | 100 |
|
|
2024
Q1 | $344K | Buy |
3,114
+22
| +0.7% | +$2.43K | 0.31% | 98 |
|
|
2023
Q4 | $335K | Buy |
+3,092
| New | +$335K | 0.33% | 88 |
|