JDM Financial Group’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 | $83.3K | Hold |
762
| – | – | 0.04% | 70 |
|
|
2025
Q1 | $79.7K | Hold |
762
| – | – | 0.04% | 67 |
|
|
2024
Q4 | $87.8K | Buy |
762
+110
| +17% | +$12.7K | 0.05% | 64 |
|
|
2024
Q3 | $76.3K | Sell |
652
-75
| -10% | -$8.77K | 0.04% | 66 |
|
|
2024
Q2 | $77.6K | Buy |
727
+101
| +16% | +$10.8K | 0.05% | 62 |
|
|
2024
Q1 | $69.2K | Sell |
626
-190
| -23% | -$21K | 0.05% | 61 |
|
|
2023
Q4 | $88.3K | Buy |
816
+2
| +0.2% | +$216 | 0.07% | 51 |
|
|
2023
Q3 | $76.8K | Hold |
814
| – | – | 0.07% | 50 |
|
|
2023
Q2 | $81.2K | Buy |
814
+1
| +0.1% | +$100 | 0.07% | 52 |
|
|
2023
Q1 | $78.7K | Buy |
813
+536
| +194% | +$51.9K | 0.07% | 52 |
|
|
2022
Q4 | $26.3K | Buy |
+277
| New | +$26.3K | 0.03% | 92 |
|