Lauer Wealth’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 | – | Sell |
-7,768
| Closed | -$783K | – | 56 |
|
|
2025
Q1 | $783K | Buy |
7,768
+100
| +1% | +$10.1K | 0.6% | 20 |
|
|
2024
Q4 | $884K | Hold |
7,668
| – | – | 0.59% | 19 |
|
|
2024
Q3 | $879K | Sell |
7,668
-100
| -1% | -$11.5K | 0.68% | 18 |
|
|
2024
Q2 | $856K | Hold |
7,768
| – | – | 0.67% | 18 |
|
|
2024
Q1 | $824K | Sell |
7,768
-10
| -0.1% | -$1.06K | 0.72% | 20 |
|
|
2023
Q4 | $828K | Hold |
7,778
| – | – | 0.77% | 20 |
|
|
2023
Q3 | $722K | Sell |
7,778
-50
| -0.6% | -$4.64K | 0.78% | 20 |
|
|
2023
Q2 | $808K | Buy |
7,828
+330
| +4% | +$34.1K | 0.84% | 20 |
|
|
2023
Q1 | $712K | Buy |
+7,498
| New | +$712K | 0.89% | 19 |
|