Investment Research & Advisory Group’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 | $194K | Buy |
1,777
+1
| +0.1% | +$109 | 0.07% | 71 |
|
|
2025
Q1 | $186K | Hold |
1,776
| – | – | 0.08% | 74 |
|
|
2024
Q4 | $205K | Hold |
1,776
| – | – | 0.08% | 68 |
|
|
2024
Q3 | $208K | Hold |
1,776
| – | – | 0.09% | 66 |
|
|
2024
Q2 | $189K | Hold |
1,776
| – | – | 0.08% | 66 |
|
|
2024
Q1 | $196K | Hold |
1,776
| – | – | 0.09% | 63 |
|
|
2023
Q4 | $192K | Buy |
1,776
+55
| +3% | +$5.95K | 0.1% | 65 |
|
|
2023
Q3 | $162K | Sell |
1,721
-276
| -14% | -$26K | 0.09% | 67 |
|
|
2023
Q2 | $199K | Buy |
1,997
+276
| +16% | +$27.5K | 0.12% | 61 |
|
|
2023
Q1 | $166K | Hold |
1,721
| – | – | 0.11% | 67 |
|
|
2022
Q4 | $163K | Hold |
1,721
| – | – | 0.11% | 66 |
|
|
2022
Q3 | $150K | Hold |
1,721
| – | – | 0.11% | 63 |
|
|
2022
Q2 | $159K | Hold |
1,721
| – | – | 0.12% | 62 |
|
|
2022
Q1 | $186K | Buy |
1,721
+36
| +2% | +$3.89K | 0.12% | 65 |
|
|
2021
Q4 | $193K | Hold |
1,685
| – | – | 0.12% | 61 |
|
|
2021
Q3 | $185K | Hold |
1,685
| – | – | 0.12% | 63 |
|
|
2021
Q2 | $190K | Buy |
1,685
+180
| +12% | +$20.3K | 0.13% | 66 |
|
|
2021
Q1 | $163K | Sell |
1,505
-138
| -8% | -$14.9K | 0.12% | 62 |
|
|
2020
Q4 | $151K | Buy |
1,643
+1,228
| +296% | +$113K | 0.11% | 65 |
|
|
2020
Q3 | $29K | Hold |
415
| – | – | 0.02% | 108 |
|
|
2020
Q2 | $28K | Hold |
415
| – | – | 0.03% | 107 |
|
|
2020
Q1 | $23K | Hold |
415
| – | – | 0.02% | 107 |
|
|
2019
Q4 | $35K | Buy |
+415
| New | +$35K | 0.03% | 116 |
|