Maltin 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
Q2 | $1.1M | Sell |
10,044
-129
| -1% | -$14.1K | 0.49% | 53 |
|
|
2025
Q1 | $1.06M | Sell |
10,173
-241
| -2% | -$25.2K | 0.5% | 52 |
|
|
2024
Q4 | $1.2M | Sell |
10,414
-1,049
| -9% | -$121K | 0.59% | 50 |
|
|
2024
Q3 | $1.34M | Buy |
11,463
+188
| +2% | +$22K | 0.65% | 46 |
|
|
2024
Q2 | $1.2M | Sell |
11,275
-50
| -0.4% | -$5.33K | 0.65% | 48 |
|
|
2024
Q1 | $1.25M | Buy |
11,325
+932
| +9% | +$103K | 0.7% | 46 |
|
|
2023
Q4 | $1.13M | Sell |
10,393
-127
| -1% | -$13.7K | 0.72% | 47 |
|
|
2023
Q3 | $992K | Buy |
10,520
+21
| +0.2% | +$1.98K | 0.69% | 49 |
|
|
2023
Q2 | $1.05M | Buy |
10,499
+100
| +1% | +$9.97K | 0.74% | 47 |
|
|
2023
Q1 | $1.01M | Buy |
10,399
+18
| +0.2% | +$1.74K | 0.73% | 47 |
|
|
2022
Q4 | $982K | Sell |
10,381
-12,166
| -54% | -$1.15M | 0.72% | 45 |
|
|
2022
Q3 | $1.97M | Sell |
22,547
-1,249
| -5% | -$109K | 1.55% | 18 |
|
|
2022
Q2 | $2.2M | Sell |
23,796
-336
| -1% | -$31.1K | 1.59% | 15 |
|
|
2022
Q1 | $2.6M | Sell |
24,132
-1,293
| -5% | -$139K | 1.72% | 12 |
|
|
2021
Q4 | $2.91M | Buy |
25,425
+1,355
| +6% | +$155K | 1.75% | 14 |
|
|
2021
Q3 | $2.63M | Buy |
24,070
+767
| +3% | +$83.7K | 1.61% | 15 |
|
|
2021
Q2 | $2.63M | Buy |
23,303
+861
| +4% | +$97.3K | 1.6% | 16 |
|
|
2021
Q1 | $2.44M | Buy |
22,442
+1,090
| +5% | +$118K | 1.58% | 15 |
|
|
2020
Q4 | $1.96M | Buy |
21,352
+1,369
| +7% | +$126K | 1.38% | 19 |
|
|
2020
Q3 | $1.4M | Buy |
19,983
+1,030
| +5% | +$72.3K | 1% | 33 |
|
|
2020
Q2 | $1.29M | Sell |
18,953
-11
| -0.1% | -$751 | 0.98% | 32 |
|
|
2020
Q1 | $1.06M | Buy |
18,964
+4,299
| +29% | +$241K | 0.9% | 32 |
|
|
2019
Q4 | $1.23M | Buy |
+14,665
| New | +$1.23M | 0.8% | 32 |
|