Lodestar Private Asset Management’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 | $15.2M | Buy |
138,701
+1,947
| +1% | +$213K | 1.75% | 16 |
|
|
2025
Q1 | $14.3M | Buy |
136,754
+3,934
| +3% | +$411K | 1.8% | 14 |
|
|
2024
Q4 | $15.3M | Buy |
132,820
+10,167
| +8% | +$1.17M | 1.91% | 14 |
|
|
2024
Q3 | $14.3M | Buy |
122,653
+5,646
| +5% | +$660K | 1.83% | 15 |
|
|
2024
Q2 | $12.5M | Buy |
117,007
+1,395
| +1% | +$149K | 1.72% | 15 |
|
|
2024
Q1 | $12.8M | Buy |
115,612
+4,421
| +4% | +$489K | 1.82% | 15 |
|
|
2023
Q4 | $12M | Buy |
111,191
+12,977
| +13% | +$1.4M | 1.85% | 15 |
|
|
2023
Q3 | $9.26M | Buy |
98,214
+2,470
| +3% | +$233K | 1.59% | 16 |
|
|
2023
Q2 | $9.54M | Buy |
95,744
+2,941
| +3% | +$293K | 1.6% | 16 |
|
|
2023
Q1 | $8.97M | Sell |
92,803
-1,943
| -2% | -$188K | 1.6% | 16 |
|
|
2022
Q4 | $8.97M | Buy |
+94,746
| New | +$8.97M | 1.72% | 17 |
|