Lane & Associates’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
Q1 | $1.61M | Buy |
15,362
+754
| +5% | +$78.8K | 0.87% | 30 |
|
|
2024
Q4 | $1.73M | Buy |
14,608
+99
| +0.7% | +$11.7K | 0.89% | 28 |
|
|
2024
Q3 | $1.7M | Sell |
14,509
-1,637
| -10% | -$191K | 0.92% | 27 |
|
|
2024
Q2 | $1.72M | Sell |
16,146
-2,331
| -13% | -$249K | 1.02% | 26 |
|
|
2024
Q1 | $2.04M | Sell |
18,477
-933
| -5% | -$103K | 1.29% | 21 |
|
|
2023
Q4 | $2.1M | Buy |
19,410
+1,162
| +6% | +$126K | 1.53% | 19 |
|
|
2023
Q3 | $1.72M | Buy |
18,248
+2,323
| +15% | +$219K | 1.38% | 18 |
|
|
2023
Q2 | $1.59M | Buy |
15,925
+2,512
| +19% | +$250K | 1.26% | 20 |
|
|
2023
Q1 | $1.3M | Buy |
13,413
+207
| +2% | +$20K | 1.16% | 21 |
|
|
2022
Q4 | $1.25M | Buy |
+13,206
| New | +$1.25M | 1.18% | 20 |
|