Jacobs & Co’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 | $200K | Buy |
+1,836
| New | +$200K | 0.02% | 122 |
|
2025
Q1 | – | Sell |
-1,836
| Closed | -$211K | – | 125 |
|
2024
Q4 | $211K | Hold |
1,836
| – | – | 0.02% | 123 |
|
2024
Q3 | $214K | Buy |
+1,836
| New | +$214K | 0.02% | 124 |
|
2024
Q2 | – | Sell |
-1,836
| Closed | -$202K | – | 122 |
|
2024
Q1 | $202K | Buy |
+1,836
| New | +$202K | 0.02% | 124 |
|
2022
Q1 | – | Sell |
-1,836
| Closed | -$210K | – | 127 |
|
2021
Q4 | $210K | Buy |
1,836
+4
| +0.2% | +$458 | 0.02% | 119 |
|
2021
Q3 | $200K | Buy |
+1,832
| New | +$200K | 0.02% | 117 |
|