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