Madrona Financial Services’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 | $242K | Buy |
2,217
+1
| +0% | +$109 | 0.06% | 95 |
|
|
2025
Q1 | $232K | Buy |
2,216
+363
| +20% | +$38K | 0.06% | 100 |
|
|
2024
Q4 | $214K | Buy |
1,853
+5
| +0.3% | +$576 | 0.06% | 103 |
|
|
2024
Q3 | $216K | Sell |
1,848
-297
| -14% | -$34.7K | 0.06% | 99 |
|
|
2024
Q2 | $229K | Sell |
2,145
-89
| -4% | -$9.49K | 0.07% | 86 |
|
|
2024
Q1 | $247K | Sell |
2,234
-49
| -2% | -$5.42K | 0.09% | 80 |
|
|
2023
Q4 | $247K | Sell |
2,283
-199
| -8% | -$21.5K | 0.1% | 72 |
|
|
2023
Q3 | $234K | Buy |
+2,482
| New | +$234K | 0.11% | 88 |
|
|
2021
Q2 | – | Sell |
-2,830
| Closed | -$307K | – | 60 |
|
|
2021
Q1 | $307K | Buy |
+2,830
| New | +$307K | 0.16% | 48 |
|