Ironwood Wealth Management (Arizona)’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 | $8.82M | Sell |
80,662
-37,547
| -32% | -$4.1M | 3.22% | 8 |
|
|
2025
Q1 | $12.4M | Buy |
118,209
+3,682
| +3% | +$385K | 3.79% | 8 |
|
|
2024
Q4 | $13.2M | Buy |
114,527
+7,395
| +7% | +$852K | 4.09% | 8 |
|
|
2024
Q3 | $12.5M | Buy |
107,132
+4,992
| +5% | +$584K | 3.77% | 8 |
|
|
2024
Q2 | $10.9M | Sell |
102,140
-3,157
| -3% | -$337K | 3.56% | 8 |
|
|
2024
Q1 | $11.6M | Buy |
105,297
+1,961
| +2% | +$217K | 3.77% | 8 |
|
|
2023
Q4 | $11.2M | Buy |
103,336
+15,424
| +18% | +$1.67M | 3.73% | 8 |
|
|
2023
Q3 | $8.29M | Sell |
87,912
-1,414
| -2% | -$133K | 3.38% | 9 |
|
|
2023
Q2 | $8.9M | Buy |
89,326
+9,329
| +12% | +$930K | 3.31% | 8 |
|
|
2023
Q1 | $7.74M | Buy |
79,997
+2,488
| +3% | +$241K | 3.05% | 8 |
|
|
2022
Q4 | $7.34M | Sell |
77,509
-45,131
| -37% | -$4.27M | 3.06% | 9 |
|
|
2022
Q3 | $11.3M | Hold |
122,640
| – | – | 5.07% | 7 |
|
|
2022
Q2 | $11.3M | Buy |
122,640
+18,140
| +17% | +$1.68M | 5.07% | 7 |
|
|
2022
Q1 | $11.3M | Sell |
104,500
-3,751
| -3% | -$405K | 4.63% | 6 |
|
|
2021
Q4 | $12.4M | Buy |
108,251
+949
| +0.9% | +$109K | 5.41% | 6 |
|
|
2021
Q3 | $11.7M | Buy |
107,302
+39,269
| +58% | +$4.29M | 5.52% | 5 |
|
|
2021
Q2 | $7.66M | Sell |
68,033
-10,188
| -13% | -$1.15M | 4.42% | 7 |
|
|
2021
Q1 | $8.49M | Buy |
78,221
+800
| +1% | +$86.8K | 5.44% | 6 |
|
|
2020
Q4 | $7.12M | Buy |
77,421
+4,406
| +6% | +$405K | 4.42% | 7 |
|
|
2020
Q3 | $4.99M | Hold |
73,015
| – | – | 3.7% | 8 |
|
|
2020
Q2 | $4.99M | Buy |
73,015
+3,437
| +5% | +$235K | 3.7% | 8 |
|
|
2020
Q1 | $3.9M | Buy |
69,578
+44,440
| +177% | +$2.49M | 3.27% | 8 |
|
|
2019
Q4 | $2.11M | Buy |
25,138
+2,572
| +11% | +$216K | 1.47% | 13 |
|
|
2019
Q3 | $1.76M | Sell |
22,566
-2,756
| -11% | -$215K | 1.31% | 14 |
|
|
2019
Q2 | $1.98M | Sell |
25,322
-2,979
| -11% | -$233K | 1.52% | 14 |
|
|
2019
Q1 | $2.18M | Buy |
28,301
+4,800
| +20% | +$370K | 1.86% | 14 |
|
|
2018
Q4 | $1.63M | Sell |
23,501
-161
| -0.7% | -$11.2K | 1.57% | 14 |
|
|
2018
Q3 | $2.06M | Buy |
23,662
+2,155
| +10% | +$188K | 1.82% | 14 |
|
|
2018
Q2 | $1.8M | Buy |
+21,507
| New | +$1.8M | 1.68% | 15 |
|
|
2017
Q3 | $781K | Buy |
+10,518
| New | +$781K | 0.73% | 19 |
|