Marks Group 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 | $859K | Sell |
7,863
-548
| -7% | -$59.9K | 0.08% | 189 |
|
|
2025
Q1 | $880K | Buy |
8,411
+48
| +0.6% | +$5.02K | 0.08% | 193 |
|
|
2024
Q4 | $964K | Sell |
8,363
-470
| -5% | -$54.2K | 0.09% | 172 |
|
|
2024
Q3 | $1.03M | Buy |
8,833
+424
| +5% | +$49.6K | 0.1% | 176 |
|
|
2024
Q2 | $897K | Sell |
8,409
-428
| -5% | -$45.7K | 0.09% | 175 |
|
|
2024
Q1 | $977K | Hold |
8,837
| – | – | 0.1% | 172 |
|
|
2023
Q4 | $957K | Hold |
8,837
| – | – | 0.11% | 171 |
|
|
2023
Q3 | $834K | Hold |
8,837
| – | – | 0.1% | 175 |
|
|
2023
Q2 | $881K | Hold |
8,837
| – | – | 0.1% | 172 |
|
|
2023
Q1 | $855K | Buy |
+8,837
| New | +$855K | 0.11% | 176 |
|