MIM
Macroview Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.03M | Buy |
18,549
+617
| +3% | +$67.4K | 1.65% | 22 |
|
2025
Q1 | $1.88M | Buy |
17,932
+599
| +3% | +$62.6K | 1.75% | 20 |
|
2024
Q4 | $2M | Buy |
17,333
+672
| +4% | +$77.4K | 2.01% | 20 |
|
2024
Q3 | $1.95M | Buy |
16,661
+194
| +1% | +$22.7K | 1.9% | 18 |
|
2024
Q2 | $1.76M | Buy |
16,467
+71
| +0.4% | +$7.57K | 1.86% | 17 |
|
2024
Q1 | $1.81M | Buy |
16,396
+518
| +3% | +$57.3K | 1.99% | 16 |
|
2023
Q4 | $1.72M | Buy |
15,878
+115
| +0.7% | +$12.4K | 2.03% | 13 |
|
2023
Q3 | $1.49M | Buy |
15,763
+11,153
| +242% | +$1.05M | 1.98% | 16 |
|
2023
Q2 | $459K | Buy |
4,610
+55
| +1% | +$5.48K | 0.71% | 36 |
|
2023
Q1 | $440K | Buy |
4,555
+16
| +0.4% | +$1.55K | 0.71% | 36 |
|
2022
Q4 | $430K | Buy |
4,539
+244
| +6% | +$23.1K | 0.74% | 31 |
|
2022
Q3 | $374K | Sell |
4,295
-600
| -12% | -$52.2K | 0.68% | 35 |
|
2022
Q2 | $452K | Buy |
4,895
+385
| +9% | +$35.6K | 0.74% | 34 |
|
2022
Q1 | $486K | Buy |
4,510
+258
| +6% | +$27.8K | 0.69% | 33 |
|
2021
Q4 | $487K | Buy |
4,252
+59
| +1% | +$6.76K | 0.62% | 33 |
|
2021
Q3 | $458K | Buy |
4,193
+343
| +9% | +$37.5K | 0.59% | 32 |
|
2021
Q2 | $435K | Buy |
3,850
+123
| +3% | +$13.9K | 0.58% | 30 |
|
2021
Q1 | $404K | Buy |
3,727
+477
| +15% | +$51.7K | 0.58% | 28 |
|
2020
Q4 | $299K | Buy |
3,250
+366
| +13% | +$33.7K | 0.44% | 36 |
|
2020
Q3 | $203K | Buy |
2,884
+335
| +13% | +$23.6K | 0.35% | 35 |
|
2020
Q2 | $174K | Buy |
2,549
+467
| +22% | +$31.9K | 0.37% | 34 |
|
2020
Q1 | $117K | Buy |
2,082
+441
| +27% | +$24.8K | 0.25% | 41 |
|
2019
Q4 | $138K | Sell |
1,641
-3,152
| -66% | -$265K | 0.29% | 41 |
|
2019
Q3 | $373K | Sell |
4,793
-115
| -2% | -$8.95K | 0.81% | 24 |
|
2019
Q2 | $384K | Sell |
4,908
-3,068
| -38% | -$240K | 1% | 23 |
|
2019
Q1 | $615K | Sell |
7,976
-1,907
| -19% | -$147K | 1.53% | 18 |
|
2018
Q4 | $685K | Buy |
9,883
+9,071
| +1,117% | +$629K | 2.18% | 12 |
|
2018
Q3 | $71K | Buy |
812
+723
| +812% | +$63.2K | 0.22% | 59 |
|
2018
Q2 | $7K | Hold |
89
| – | – | 0.02% | 137 |
|
2018
Q1 | $7K | Hold |
89
| – | – | 0.03% | 125 |
|
2017
Q4 | $7K | Buy |
89
+35
| +65% | +$2.75K | 0.03% | 87 |
|
2017
Q3 | $4K | Hold |
54
| – | – | 0.02% | 108 |
|
2017
Q2 | $4K | Hold |
54
| – | – | 0.02% | 150 |
|
2017
Q1 | $4K | Buy |
54
+27
| +100% | +$2K | 0.02% | 83 |
|
2016
Q4 | $4K | Hold |
27
| – | – | 0.02% | 81 |
|
2016
Q3 | $3K | Buy |
+27
| New | +$3K | 0.01% | 82 |
|
2014
Q4 | – | Sell |
-25
| Closed | -$3K | – | 235 |
|
2014
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 122 |
|
2014
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 127 |
|
2014
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 202 |
|
2013
Q4 | $3K | Hold |
25
| – | – | 0.01% | 161 |
|
2013
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 178 |
|