Magnolia Wealth 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
Q1 | $8M | Buy |
76,474
+2,411
| +3% | +$252K | 5.74% | 6 |
|
|
2024
Q4 | $8.53M | Buy |
74,063
+3,644
| +5% | +$420K | 5.93% | 6 |
|
|
2024
Q3 | $8.24M | Sell |
70,419
-2,105
| -3% | -$246K | 5.85% | 6 |
|
|
2024
Q2 | $7.74M | Sell |
72,524
-59,903
| -45% | -$6.39M | 5.84% | 6 |
|
|
2024
Q1 | $14.6M | Buy |
132,427
+65,932
| +99% | +$7.25M | 5.96% | 7 |
|
|
2023
Q4 | $7.2M | Buy |
66,495
+4,558
| +7% | +$493K | 6.17% | 7 |
|
|
2023
Q3 | $5.84M | Buy |
61,937
+3,136
| +5% | +$296K | 5.44% | 8 |
|
|
2023
Q2 | $5.86M | Buy |
58,801
+6,334
| +12% | +$631K | 5.46% | 8 |
|
|
2023
Q1 | $5.07M | Sell |
52,467
-1,776
| -3% | -$172K | 5.11% | 8 |
|
|
2022
Q4 | $5.13M | Buy |
+54,243
| New | +$5.13M | 5.57% | 7 |
|
|
2022
Q2 | $4.62M | Buy |
49,994
+2,152
| +4% | +$199K | 5.24% | 6 |
|
|
2022
Q1 | $5.16M | Buy |
47,842
+1,603
| +3% | +$173K | 5.43% | 6 |
|
|
2021
Q4 | $5.3M | Buy |
+46,239
| New | +$5.3M | 5.42% | 7 |
|