IF
Ironwood Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Hold |
109,294
| – | – | 2.45% | 6 |
|
|
2025
Q1 | $11.4M | Buy |
109,294
+360
| +0.3% | +$37.6K | 2.45% | 6 |
|
|
2024
Q4 | $12.6M | Sell |
108,934
-428
| -0.4% | -$49.3K | 2.63% | 6 |
|
|
2024
Q3 | $12.8M | Buy |
109,362
+7,172
| +7% | +$839K | 2.69% | 6 |
|
|
2024
Q2 | $10.9M | Buy |
102,190
+2,705
| +3% | +$289K | 2.44% | 7 |
|
|
2024
Q1 | $11M | Buy |
99,485
+1,879
| +2% | +$208K | 2.53% | 7 |
|
|
2023
Q4 | $10.6M | Buy |
97,606
+2,240
| +2% | +$242K | 2.56% | 8 |
|
|
2023
Q3 | $9M | Buy |
95,366
+1,841
| +2% | +$174K | 2.42% | 13 |
|
|
2023
Q2 | $9.32M | Buy |
93,525
+578
| +0.6% | +$57.6K | 2.45% | 13 |
|
|
2023
Q1 | $8.99M | Buy |
92,947
+2,244
| +2% | +$217K | 2.51% | 15 |
|
|
2022
Q4 | $8.58M | Buy |
90,703
+132
| +0.1% | +$12.5K | 2.67% | 11 |
|
|
2022
Q3 | $7.9M | Buy |
90,571
+1,224
| +1% | +$107K | 2.62% | 15 |
|
|
2022
Q2 | $8.26M | Buy |
89,347
+10,706
| +14% | +$989K | 2.65% | 12 |
|
|
2022
Q1 | $8.48M | Buy |
78,641
+6,036
| +8% | +$651K | 2.39% | 12 |
|
|
2021
Q4 | $8.31M | Buy |
72,605
+7,344
| +11% | +$841K | 2.28% | 13 |
|
|
2021
Q3 | $7.13M | Buy |
65,261
+1,086
| +2% | +$119K | 2.09% | 16 |
|
|
2021
Q2 | $7.25M | Buy |
64,175
+1,477
| +2% | +$167K | 2.18% | 17 |
|
|
2021
Q1 | $6.81M | Buy |
62,698
+11,124
| +22% | +$1.21M | 2.22% | 16 |
|
|
2020
Q4 | $4.74M | Buy |
51,574
+30,344
| +143% | +$2.79M | 1.77% | 15 |
|
|
2020
Q3 | $1.49M | Buy |
21,230
+213
| +1% | +$15K | 0.75% | 23 |
|
|
2020
Q2 | $1.44M | Buy |
21,017
+599
| +3% | +$40.9K | 0.78% | 22 |
|
|
2020
Q1 | $1.15M | Sell |
20,418
-76,520
| -79% | -$4.29M | 0.78% | 13 |
|
|
2019
Q4 | $8.13M | Sell |
96,938
-1,876
| -2% | -$157K | 3.72% | 10 |
|
|
2019
Q3 | $7.69M | Buy |
98,814
+1,246
| +1% | +$97K | 3.69% | 10 |
|
|
2019
Q2 | $7.64M | Buy |
97,568
+207
| +0.2% | +$16.2K | 3.75% | 11 |
|
|
2019
Q1 | $7.51M | Buy |
97,361
+1,601
| +2% | +$124K | 3.88% | 8 |
|
|
2018
Q4 | $6.64M | Buy |
95,760
+2,502
| +3% | +$173K | 3.73% | 9 |
|
|
2018
Q3 | $8.14M | Buy |
93,258
+2,073
| +2% | +$181K | 4.32% | 9 |
|
|
2018
Q2 | $7.61M | Buy |
91,185
+1,333
| +1% | +$111K | 4.41% | 10 |
|
|
2018
Q1 | $6.92M | Buy |
89,852
+4,857
| +6% | +$374K | 7.51% | 4 |
|
|
2017
Q4 | $6.53M | Buy |
84,995
+571
| +0.7% | +$43.9K | 3.93% | 10 |
|
|
2017
Q3 | $6.27M | Buy |
84,424
+1,095
| +1% | +$81.3K | 3.87% | 9 |
|
|
2017
Q2 | $5.84M | Buy |
83,329
+1,615
| +2% | +$113K | 3.76% | 9 |
|
|
2017
Q1 | $5.65M | Buy |
81,714
+40,961
| +101% | +$2.83M | 3.75% | 9 |
|
|
2016
Q4 | $5.6M | Buy |
40,753
+1,268
| +3% | +$174K | 3.93% | 9 |
|
|
2016
Q3 | $4.9M | Buy |
39,485
+580
| +1% | +$72K | 3.51% | 10 |
|
|
2016
Q2 | $4.52M | Buy |
38,905
+778
| +2% | +$90.4K | 3.38% | 10 |
|
|
2016
Q1 | $4.29M | Buy |
+38,127
| New | +$4.29M | 3.32% | 10 |
|
|
2015
Q3 | $4.71M | Buy |
44,168
+2,620
| +6% | +$279K | 2.31% | 17 |
|
|
2015
Q2 | $4.9M | Buy |
41,548
+233
| +0.6% | +$27.5K | 2.32% | 17 |
|
|
2015
Q1 | $4.88M | Buy |
41,315
+2,856
| +7% | +$337K | 2.35% | 16 |
|
|
2014
Q4 | $4.37M | Buy |
+38,459
| New | +$4.37M | 2.41% | 15 |
|