May Barnhard Investments’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 | $9.89M | Sell |
90,500
-302
| -0.3% | -$33K | 4.62% | 3 |
|
2025
Q1 | $9.5M | Sell |
90,802
-5,012
| -5% | -$524K | 4.74% | 3 |
|
2024
Q4 | $11M | Buy |
95,814
+101
| +0.1% | +$11.6K | 5.25% | 3 |
|
2024
Q3 | $11.2M | Buy |
95,713
+470
| +0.5% | +$55K | 5.47% | 2 |
|
2024
Q2 | $10.2M | Sell |
95,243
-7,440
| -7% | -$794K | 5.24% | 3 |
|
2024
Q1 | $11.3M | Sell |
102,683
-7,029
| -6% | -$777K | 5.68% | 2 |
|
2023
Q4 | $11.9M | Buy |
+109,712
| New | +$11.9M | 6.11% | 1 |
|