Lakeridge 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 | $509K | Sell |
4,654
-141
| -3% | -$15.4K | 0.23% | 79 |
|
|
2025
Q1 | $501K | Sell |
4,795
-966
| -17% | -$101K | 0.25% | 83 |
|
|
2024
Q4 | $664K | Buy |
5,761
+68
| +1% | +$7.84K | 0.34% | 55 |
|
|
2024
Q3 | $666K | Buy |
5,693
+221
| +4% | +$25.8K | 0.37% | 52 |
|
|
2024
Q2 | $584K | Sell |
5,472
-598
| -10% | -$63.8K | 0.35% | 57 |
|
|
2024
Q1 | $671K | Buy |
6,070
+947
| +18% | +$105K | 0.43% | 47 |
|
|
2023
Q4 | $555K | Buy |
+5,123
| New | +$555K | 0.4% | 49 |
|