Iron Horse Wealth 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 | $258K | Hold |
2,358
| – | – | 0.08% | 45 |
|
|
2025
Q1 | $247K | Buy |
2,358
+58
| +3% | +$6.07K | 0.08% | 46 |
|
|
2024
Q4 | $265K | Buy |
2,300
+380
| +20% | +$43.8K | 0.09% | 41 |
|
|
2024
Q3 | $225K | Buy |
1,920
+380
| +25% | +$44.4K | 0.08% | 46 |
|
|
2024
Q2 | $164K | Hold |
1,540
| – | – | 0.06% | 50 |
|
|
2024
Q1 | $170K | Buy |
1,540
+380
| +33% | +$42K | 0.07% | 45 |
|
|
2023
Q4 | $126K | Hold |
1,160
| – | – | 0.05% | 47 |
|
|
2023
Q3 | $109K | Buy |
+1,160
| New | +$109K | 0.05% | 47 |
|