Leverty Financial Group’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 | $2.1M | Buy |
19,201
+6,660
| +53% | +$728K | 0.63% | 14 |
|
|
2025
Q1 | $1.31M | Sell |
12,541
-110
| -0.9% | -$11.5K | 0.54% | 14 |
|
|
2024
Q4 | $1.46M | Buy |
12,651
+50
| +0.4% | +$5.76K | 0.74% | 11 |
|
|
2024
Q3 | $1.47M | Sell |
12,601
-344
| -3% | -$40.2K | 0.81% | 11 |
|
|
2024
Q2 | $1.38M | Sell |
12,945
-217
| -2% | -$23.1K | 0.82% | 12 |
|
|
2024
Q1 | $1.45M | Buy |
13,162
+372
| +3% | +$41.1K | 0.87% | 12 |
|
|
2023
Q4 | $1.38M | Sell |
12,790
-332
| -3% | -$35.9K | 0.88% | 12 |
|
|
2023
Q3 | $1.24M | Buy |
13,122
+53
| +0.4% | +$5K | 0.9% | 11 |
|
|
2023
Q2 | $1.3M | Sell |
13,069
-68
| -0.5% | -$6.78K | 0.95% | 10 |
|
|
2023
Q1 | $1.27M | Buy |
13,137
+37
| +0.3% | +$3.58K | 1% | 10 |
|
|
2022
Q4 | $1.24M | Sell |
13,100
-971
| -7% | -$91.9K | 1.06% | 10 |
|
|
2022
Q3 | $1.23M | Sell |
14,071
-402
| -3% | -$35.1K | 1.19% | 9 |
|
|
2022
Q2 | $1.34M | Sell |
14,473
-1,632
| -10% | -$151K | 1.25% | 9 |
|
|
2022
Q1 | $1.74M | Sell |
16,105
-602
| -4% | -$64.9K | 1.37% | 8 |
|
|
2021
Q4 | $1.91M | Buy |
+16,707
| New | +$1.91M | 1.48% | 7 |
|