M3 Advisory 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 | $311K | Hold |
2,849
| – | – | 0.22% | 87 |
|
|
2025
Q1 | $298K | Buy |
2,849
+34
| +1% | +$3.56K | 0.24% | 91 |
|
|
2024
Q4 | $324K | Buy |
2,815
+1
| +0% | +$115 | 0.23% | 87 |
|
|
2024
Q3 | $329K | Buy |
2,814
+115
| +4% | +$13.5K | 0.24% | 93 |
|
|
2024
Q2 | $288K | Sell |
2,699
-541
| -17% | -$57.7K | 0.24% | 101 |
|
|
2024
Q1 | $358K | Buy |
3,240
+47
| +1% | +$5.19K | 0.32% | 73 |
|
|
2023
Q4 | $346K | Buy |
+3,193
| New | +$346K | 0.4% | 56 |
|