Kaydan Wealth Management’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 | $363K | Buy |
3,317
+799
| +32% | +$87.3K | 0.12% | 77 |
|
|
2025
Q1 | $263K | Sell |
2,518
-170
| -6% | -$17.8K | 0.08% | 90 |
|
|
2024
Q4 | $310K | Buy |
2,688
+144
| +6% | +$16.6K | 0.1% | 81 |
|
|
2024
Q3 | $298K | Buy |
2,544
+35
| +1% | +$4.09K | 0.09% | 86 |
|
|
2024
Q2 | $268K | Buy |
2,509
+187
| +8% | +$19.9K | 0.09% | 88 |
|
|
2024
Q1 | $257K | Buy |
2,322
+39
| +2% | +$4.31K | 0.09% | 89 |
|
|
2023
Q4 | $247K | Buy |
2,283
+46
| +2% | +$4.98K | 0.1% | 87 |
|
|
2023
Q3 | $211K | Buy |
2,237
+10
| +0.4% | +$943 | 0.08% | 88 |
|
|
2023
Q2 | $222K | Buy |
+2,227
| New | +$222K | 0.09% | 84 |
|
|
2022
Q2 | – | Sell |
-2,321
| Closed | -$250K | – | 96 |
|
|
2022
Q1 | $250K | Sell |
2,321
-408
| -15% | -$44K | 0.11% | 89 |
|
|
2021
Q4 | $312K | Buy |
+2,729
| New | +$312K | 0.12% | 85 |
|