Landmark Wealth Management (New York)’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 | $6.98M | Buy |
63,878
+1,942
| +3% | +$212K | 2.97% | 7 |
|
|
2025
Q1 | $6.48M | Buy |
61,936
+20,764
| +50% | +$2.17M | 2.86% | 9 |
|
|
2024
Q4 | $4.74M | Sell |
41,172
-397
| -1% | -$45.7K | 2.1% | 14 |
|
|
2024
Q3 | $4.86M | Buy |
+41,569
| New | +$4.86M | 2.12% | 15 |
|
|
2024
Q2 | – | Sell |
-38,579
| Closed | -$4.26M | – | 56 |
|
|
2024
Q1 | $4.26M | Sell |
38,579
-490
| -1% | -$54.2K | 1.98% | 13 |
|
|
2023
Q4 | $4.23M | Buy |
39,069
+2,587
| +7% | +$280K | 2.08% | 13 |
|
|
2023
Q3 | $3.44M | Buy |
+36,482
| New | +$3.44M | 1.96% | 12 |
|
|
2023
Q2 | – | Sell |
-35,503
| Closed | -$3.43M | – | 50 |
|
|
2023
Q1 | $3.43M | Buy |
35,503
+6,846
| +24% | +$662K | 1.91% | 14 |
|
|
2022
Q4 | $2.71M | Sell |
28,657
-674
| -2% | -$63.8K | 1.96% | 11 |
|
|
2022
Q3 | $2.56M | Buy |
+29,331
| New | +$2.56M | 1.94% | 12 |
|
|
2022
Q2 | – | Sell |
-67,772
| Closed | -$3.69M | – | 103 |
|
|
2022
Q1 | $3.69M | Buy |
67,772
+33,819
| +100% | +$1.84M | 1.94% | 12 |
|
|
2021
Q4 | $4K | Buy |
+33,953
| New | +$4K | 2.34% | 12 |
|