Live Oak Investment Partners’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 | $3.49M | Sell |
31,927
-133
| -0.4% | -$14.5K | 2.68% | 10 |
|
|
2025
Q1 | $3.35M | Buy |
+32,060
| New | +$3.35M | 2.64% | 8 |
|
|
2024
Q4 | – | Hold |
0
| – | -$3.66M | – | 8 |
|
|
2024
Q3 | – | Hold |
0
| – | -$3.44M | – | 8 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8 |
|
|
2023
Q4 | – | Hold |
0
| – | -$2.82M | – | 7 |
|
|
2023
Q3 | – | Hold |
0
| – | -$2.99M | – | 11 |
|
|
2023
Q2 | – | Hold |
0
| – | -$2.83M | – | 12 |
|
|
2023
Q1 | – | Hold |
0
| – | -$2.79M | – | 12 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 11 |
|