Madison Wealth 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 | $26.8M | Buy |
245,107
+29,403
| +14% | +$3.21M | 5.85% | 5 |
|
|
2025
Q1 | $22.6M | Buy |
215,704
+163,653
| +314% | +$17.1M | 5.57% | 5 |
|
|
2024
Q4 | $6M | Sell |
52,051
-172
| -0.3% | -$19.8K | 1.68% | 13 |
|
|
2024
Q3 | $6.11M | Buy |
52,223
+635
| +1% | +$74.3K | 1.81% | 12 |
|
|
2024
Q2 | $5.5M | Sell |
51,588
-846
| -2% | -$90.2K | 1.89% | 12 |
|
|
2024
Q1 | $5.8M | Sell |
52,434
-235
| -0.4% | -$26K | 2.1% | 12 |
|
|
2023
Q4 | $5.7M | Sell |
52,669
-2,164
| -4% | -$234K | 2.26% | 11 |
|
|
2023
Q3 | $5.17M | Buy |
54,833
+296
| +0.5% | +$27.9K | 2.62% | 8 |
|
|
2023
Q2 | $5.43M | Buy |
54,537
+1,337
| +3% | +$133K | 2.54% | 10 |
|
|
2023
Q1 | $5.14M | Sell |
53,200
-197
| -0.4% | -$19.1K | 2.59% | 9 |
|
|
2022
Q4 | $5.05M | Sell |
53,397
-2,500
| -4% | -$237K | 2.95% | 8 |
|
|
2022
Q3 | $4.87M | Buy |
55,897
+608
| +1% | +$53K | 3.19% | 9 |
|
|
2022
Q2 | $5.11M | Buy |
55,289
+2,517
| +5% | +$233K | 3.25% | 8 |
|
|
2022
Q1 | $5.69M | Buy |
52,772
+1,388
| +3% | +$150K | 3.18% | 9 |
|
|
2021
Q4 | $5.88M | Buy |
51,384
+4,558
| +10% | +$522K | 2.96% | 10 |
|
|
2021
Q3 | $5.11M | Buy |
46,826
+1,739
| +4% | +$190K | 2.88% | 10 |
|
|
2021
Q2 | $5.09M | Buy |
45,087
+3,437
| +8% | +$388K | 2.92% | 10 |
|
|
2021
Q1 | $3.83M | Sell |
41,650
-224
| -0.5% | -$20.6K | 2.69% | 10 |
|
|
2020
Q4 | $3.85M | Buy |
+41,874
| New | +$3.85M | 2.58% | 11 |
|