Ken Fisher’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 | $720K | Sell |
6,583
-3,798
| -37% | -$415K | ﹤0.01% | 736 |
|
|
2025
Q1 | $1.09M | Buy |
10,381
+2,792
| +37% | +$292K | ﹤0.01% | 666 |
|
|
2024
Q4 | $875K | Buy |
7,589
+2,896
| +62% | +$334K | ﹤0.01% | 676 |
|
|
2024
Q3 | $549K | Sell |
4,693
-23,943
| -84% | -$2.8M | ﹤0.01% | 743 |
|
|
2024
Q2 | $3.05M | Buy |
28,636
+22,331
| +354% | +$2.38M | ﹤0.01% | 536 |
|
|
2024
Q1 | $697K | Sell |
6,305
-2,870
| -31% | -$317K | ﹤0.01% | 728 |
|
|
2023
Q4 | $993K | Buy |
9,175
+2,646
| +41% | +$286K | ﹤0.01% | 693 |
|
|
2023
Q3 | $616K | Buy |
6,529
+762
| +13% | +$71.9K | ﹤0.01% | 819 |
|
|
2023
Q2 | $575K | Buy |
5,767
+425
| +8% | +$42.4K | ﹤0.01% | 854 |
|
|
2023
Q1 | $517K | Sell |
5,342
-1,121
| -17% | -$108K | ﹤0.01% | 847 |
|
|
2022
Q4 | $612K | Buy |
6,463
+1,876
| +41% | +$178K | ﹤0.01% | 820 |
|
|
2022
Q3 | $400K | Sell |
4,587
-2,329
| -34% | -$203K | ﹤0.01% | 778 |
|
|
2022
Q2 | $639K | Buy |
6,916
+2,716
| +65% | +$251K | ﹤0.01% | 678 |
|
|
2022
Q1 | $453K | Sell |
4,200
-848
| -17% | -$91.5K | ﹤0.01% | 751 |
|
|
2021
Q4 | $578K | Sell |
5,048
-1,634
| -24% | -$187K | ﹤0.01% | 740 |
|
|
2021
Q3 | $730K | Buy |
6,682
+1,593
| +31% | +$174K | ﹤0.01% | 672 |
|
|
2021
Q2 | $575K | Buy |
5,089
+1,668
| +49% | +$188K | ﹤0.01% | 694 |
|
|
2021
Q1 | $371K | Sell |
3,421
-2,194
| -39% | -$238K | ﹤0.01% | 749 |
|
|
2020
Q4 | $516K | Buy |
5,615
+1,295
| +30% | +$119K | ﹤0.01% | 704 |
|
|
2020
Q3 | $303K | Sell |
4,320
-2,784
| -39% | -$195K | ﹤0.01% | 739 |
|
|
2020
Q2 | $485K | Buy |
7,104
+1,177
| +20% | +$80.4K | ﹤0.01% | 658 |
|
|
2020
Q1 | $333K | Buy |
5,927
+631
| +12% | +$35.5K | ﹤0.01% | 667 |
|
|
2019
Q4 | $444K | Buy |
+5,296
| New | +$444K | ﹤0.01% | 678 |
|
|
2019
Q3 | – | Sell |
-4,712
| Closed | -$369K | – | 849 |
|
|
2019
Q2 | $369K | Sell |
4,712
-305
| -6% | -$23.9K | ﹤0.01% | 710 |
|
|
2019
Q1 | $387K | Sell |
5,017
-3
| -0.1% | -$231 | ﹤0.01% | 673 |
|
|
2018
Q4 | $348K | Sell |
5,020
-1,356
| -21% | -$94K | ﹤0.01% | 697 |
|
|
2018
Q3 | $556K | Buy |
6,376
+1,499
| +31% | +$131K | ﹤0.01% | 636 |
|
|
2018
Q2 | $407K | Buy |
4,877
+1,779
| +57% | +$148K | ﹤0.01% | 661 |
|
|
2018
Q1 | $239K | Sell |
3,098
-743
| -19% | -$57.3K | ﹤0.01% | 715 |
|
|
2017
Q4 | $295K | Sell |
3,841
-1,397
| -27% | -$107K | ﹤0.01% | 733 |
|
|
2017
Q3 | $389K | Buy |
+5,238
| New | +$389K | ﹤0.01% | 648 |
|