Ironwood Wealth Management (West Virginia)’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 | $18.5M | Sell |
165,311
-1,074
| -0.6% | -$120K | 8.75% | 5 |
|
|
2025
Q1 | $15.7M | Buy |
166,385
+20,748
| +14% | +$1.95M | 8.17% | 5 |
|
|
2024
Q4 | $16.5M | Sell |
145,637
-769
| -0.5% | -$87K | 8.13% | 5 |
|
|
2024
Q3 | $17M | Sell |
146,406
-725
| -0.5% | -$83.9K | 8.31% | 5 |
|
|
2024
Q2 | $16.2M | Buy |
147,131
+2,365
| +2% | +$261K | 8.21% | 6 |
|
|
2024
Q1 | $15.4M | Buy |
144,766
+334
| +0.2% | +$35.4K | 8.05% | 6 |
|
|
2023
Q4 | $15.1M | Buy |
144,432
+8,321
| +6% | +$870K | 8.26% | 6 |
|
|
2023
Q3 | $12.5M | Buy |
136,111
+683
| +0.5% | +$62.5K | 7.44% | 6 |
|
|
2023
Q2 | $13.2M | Buy |
135,428
+1,017
| +0.8% | +$99.1K | 7.68% | 6 |
|
|
2023
Q1 | $12.7M | Sell |
134,411
-352
| -0.3% | -$33.1K | 7.55% | 6 |
|
|
2022
Q4 | $13.6M | Buy |
134,763
+417
| +0.3% | +$42K | 7.95% | 6 |
|
|
2022
Q3 | $12M | Buy |
134,346
+428
| +0.3% | +$38.3K | 8.64% | 5 |
|
|
2022
Q2 | $12.6M | Buy |
133,918
+1,670
| +1% | +$157K | 8.62% | 5 |
|
|
2022
Q1 | $14.3M | Buy |
132,248
+2,301
| +2% | +$248K | 10.29% | 4 |
|
|
2021
Q4 | $14.9M | Buy |
129,947
+403
| +0.3% | +$46.1K | 10.41% | 5 |
|
|
2021
Q3 | $14.1M | Sell |
129,544
-26,324
| -17% | -$2.87M | 10.49% | 5 |
|
|
2021
Q2 | $17.6M | Sell |
155,868
-3,696
| -2% | -$418K | 12.63% | 3 |
|
|
2021
Q1 | $17.3M | Sell |
159,564
-3,703
| -2% | -$402K | 13.7% | 1 |
|
|
2020
Q4 | $15M | Buy |
+163,267
| New | +$15M | 13.51% | 4 |
|